Training Design Process

TRAINING DESIGN PROCESS

This is a multi-step process!


• Current state


• Current state

• Future desired state


• Current state


• Current system requirements


• Current state



• Audience roles and requirements…


• Current state



• Audience roles and requirements…

Here’s a complicated grid of the entire process ->

Plan Analysis Design Develop Implement Evaluate In

pu

ts

• Overall Project Plan

• Framing Document

• Statement of Work

(SOW)

• System Design

documents

• Functional Design

Documents (FDD)

• Business process

Maps (BPM)

• Workflow analysis

• Standard Operating

Procedure (SOP)

documents

• FDD’s, where

applicable

• BPMs and

associated Change

Log

• SOPs

• Curriculum Matrixv2

• Conceptual Design

• SME Interviews

• BPMs and associated

Change Log.

• SOPs

• Detail Designs

• Scripts

• Storyboards

• SME Interviews

• content gathering &

development.

• Training

Materials

• Training

Program

Pro

cess

• Breakdown work into

manageable tasks

• Identify resources and

due dates

• Document

Assumptions

• Identify stakeholders,

SMEs

• Estimate work effort of

scope

• Estimate review / sign

off process

• Create Curriculum

Matrix Template

• Document Audience

needs

• Review the BPMs

• Revise

• Curriculum Matrix

• Training scope

• Implementation plan

• Convert Data to Tasks

• Define strategy

• Define curriculum

guidelines

• Identify training

courses, including

topics, learning

objectives,

audience(s), and

delivery options

• Identify modules,

sections, and topics

for each course

• For each:

• Key points

• Demonstrations &

activities

• Knowledge checks

• Other

considerations

(e.g., needed data

or supporting

tasks)

• Create Training

Materials (including

Train-the-Trainer)

• Capture eLearning

Topics

• Verify content accuracy

• Approve of interactivities

• Ensure navigational

steps are accurate

• Complete development

review process and

obtain sign-offs

• Pilot training

delivery

• Review training

materials

• Finalize training

materials

• Conduct Train-

the-Trainer

• Co-facilitate

training delivery

• Locations

deliver

remaining

training

• Conduct Level

1 evaluation

• Conduct Level

2 evaluation

(where

appropriate)

• Develop

Maintenance

or ‘sunset’ plan

De

live

rab

les • Work Plan

• Training Scopev1


Template

• Implementation

Planv1




• Implementation plan v2

• Training

Curriculum

• Detail Design

• Script

• Storyboards

• Facilitator, Participant

Guides

• Presentations

• Train-the-Trainer

Materials

• Logistics /

Implementation Planv2

• Final Training

Materials

• Training Pilot

Complete

• Local Training

Initiated

• Evaluation

Data

• Maintenance

Plan

Sig

no

ff

• SME / Stakeholder

Review Conceptual

Design


Review Detail

Design (ongoing)


Review Materials

• Review Pilot

Feedback


pu

ts




(SOW)

• System Design

documents


Documents (FDD)


Maps (BPM)



Procedure (SOP)

documents

• FDD’s, where

applicable

• BPMs and

associated Change

Log

• SOPs



• SME Interviews


Change Log.

• SOPs

• Detail Designs

• Scripts

• Storyboards

• SME Interviews


development.

• Training

Materials

• Training

Program

Pro

cess


manageable tasks


due dates

• Document

Assumptions


SMEs


scope


off process


Matrix Template


needs

• Review the BPMs

• Revise


• Training scope



• Define strategy


guidelines


courses, including

topics, learning

objectives,

audience(s), and

delivery options



for each course

• For each:

• Key points


activities


• Other

considerations

(e.g., needed data

or supporting

tasks)

• Create Training


Train-the-Trainer)


Topics




steps are accurate


review process and

obtain sign-offs

• Pilot training

delivery

• Review training

materials


materials

• Conduct Train-

the-Trainer

• Co-facilitate

training delivery

• Locations

deliver

remaining

training

• Conduct Level

1 evaluation

• Conduct Level

2 evaluation

(where

appropriate)

• Develop

Maintenance


De

live

rab

les • Work Plan



Template

• Implementation

Planv1





• Training

Curriculum

• Detail Design

• Script

• Storyboards


Guides

• Presentations


Materials

• Logistics /


• Final Training

Materials

• Training Pilot

Complete

• Local Training

Initiated

• Evaluation

Data

• Maintenance

Plan

Sig

no

ff


Review Conceptual

Design


Review Detail

Design (ongoing)


Review Materials

• Review Pilot

Feedback

Notice that Design is the third step in the process?


pu

ts




(SOW)

• System Design

documents


Documents (FDD)


Maps (BPM)



Procedure (SOP)

documents

• FDD’s, where

applicable

• BPMs and

associated Change

Log

• SOPs



• SME Interviews


Change Log.

• SOPs

• Detail Designs

• Scripts

• Storyboards

• SME Interviews


development.

• Training

Materials

• Training

Program

Pro

cess


manageable tasks


due dates

• Document

Assumptions


SMEs


scope


off process


Matrix Template


needs

• Review the BPMs

• Revise


• Training scope



• Define strategy


guidelines


courses, including

topics, learning

objectives,

audience(s), and

delivery options



for each course

• For each:

• Key points


activities


• Other

considerations

(e.g., needed data

or supporting

tasks)

• Create Training


Train-the-Trainer)


Topics




steps are accurate


review process and

obtain sign-offs

• Pilot training

delivery

• Review training

materials


materials

• Conduct Train-

the-Trainer

• Co-facilitate

training delivery

• Locations

deliver

remaining

training

• Conduct Level

1 evaluation

• Conduct Level

2 evaluation

(where

appropriate)

• Develop

Maintenance


De

live

rab

les • Work Plan



Template

• Implementation

Planv1





• Training

Curriculum

• Detail Design

• Script

• Storyboards


Guides

• Presentations


Materials

• Logistics /


• Final Training

Materials

• Training Pilot

Complete

• Local Training

Initiated

• Evaluation

Data

• Maintenance

Plan

Sig

no

ff


Review Conceptual

Design


Review Detail

Design (ongoing)


Review Materials

• Review Pilot

Feedback

There’s lots of pre-work before we get to

the design


pu

ts




(SOW)

• System Design

documents


Documents (FDD)


Maps (BPM)



Procedure (SOP)

documents

• FDD’s, where

applicable

• BPMs and

associated Change

Log

• SOPs



• SME Interviews


Change Log.

• SOPs

• Detail Designs

• Scripts

• Storyboards

• SME Interviews


development.

• Training

Materials

• Training

Program

Pro

cess


manageable tasks


due dates

• Document

Assumptions


SMEs


scope


off process


Matrix Template


needs

• Review the BPMs

• Revise


• Training scope



• Define strategy


guidelines


courses, including

topics, learning

objectives,

audience(s), and

delivery options



for each course

• For each:

• Key points


activities


• Other

considerations

(e.g., needed data

or supporting

tasks)

• Create Training


Train-the-Trainer)


Topics




steps are accurate


review process and

obtain sign-offs

• Pilot training

delivery

• Review training

materials


materials

• Conduct Train-

the-Trainer

• Co-facilitate

training delivery

• Locations

deliver

remaining

training

• Conduct Level

1 evaluation

• Conduct Level

2 evaluation

(where

appropriate)

• Develop

Maintenance


De

live

rab

les • Work Plan



Template

• Implementation

Planv1





• Training

Curriculum

• Detail Design

• Script

• Storyboards


Guides

• Presentations


Materials

• Logistics /


• Final Training

Materials

• Training Pilot

Complete

• Local Training

Initiated

• Evaluation

Data

• Maintenance

Plan

Sig

no

ff


Review Conceptual

Design


Review Detail

Design (ongoing)


Review Materials

• Review Pilot

Feedback

System and business processes need to be

provided by the client!


pu

ts




(SOW)

• System Design

documents


Documents (FDD)


Maps (BPM)



Procedure (SOP)

documents

• FDD’s, where

applicable

• BPMs and

associated Change

Log

• SOPs



• SME Interviews


Change Log.

• SOPs

• Detail Designs

• Scripts

• Storyboards

• SME Interviews


development.

• Training

Materials

• Training

Program

Pro

cess


manageable tasks


due dates

• Document

Assumptions


SMEs


scope


off process


Matrix Template


needs

• Review the BPMs

• Revise


• Training scope



• Define strategy


guidelines


courses, including

topics, learning

objectives,

audience(s), and

delivery options



for each course

• For each:

• Key points


activities


• Other

considerations

(e.g., needed data

or supporting

tasks)

• Create Training


Train-the-Trainer)


Topics




steps are accurate


review process and

obtain sign-offs

• Pilot training

delivery

• Review training

materials


materials

• Conduct Train-

the-Trainer

• Co-facilitate

training delivery

• Locations

deliver

remaining

training

• Conduct Level

1 evaluation

• Conduct Level

2 evaluation

(where

appropriate)

• Develop

Maintenance


De

live

rab

les • Work Plan



Template

• Implementation

Planv1





• Training

Curriculum

• Detail Design

• Script

• Storyboards


Guides

• Presentations


Materials

• Logistics /


• Final Training

Materials

• Training Pilot

Complete

• Local Training

Initiated

• Evaluation

Data

• Maintenance

Plan

Sig

no

ff


Review Conceptual

Design


Review Detail

Design (ongoing)


Review Materials

• Review Pilot

Feedback

If the client doesn’t have this clarified, ask them to provide

what they can.


pu

ts




(SOW)

• System Design

documents


Documents (FDD)


Maps (BPM)



Procedure (SOP)

documents

• FDD’s, where

applicable

• BPMs and

associated Change

Log

• SOPs



• SME Interviews


Change Log.

• SOPs

• Detail Designs

• Scripts

• Storyboards

• SME Interviews


development.

• Training

Materials

• Training

Program

Pro

cess


manageable tasks


due dates

• Document

Assumptions


SMEs


scope


off process


Matrix Template


needs

• Review the BPMs

• Revise


• Training scope



• Define strategy


guidelines


courses, including

topics, learning

objectives,

audience(s), and

delivery options



for each course

• For each:

• Key points


activities


• Other

considerations

(e.g., needed data

or supporting

tasks)

• Create Training


Train-the-Trainer)


Topics




steps are accurate


review process and

obtain sign-offs

• Pilot training

delivery

• Review training

materials


materials

• Conduct Train-

the-Trainer

• Co-facilitate

training delivery

• Locations

deliver

remaining

training

• Conduct Level

1 evaluation

• Conduct Level

2 evaluation

(where

appropriate)

• Develop

Maintenance


De

live

rab

les • Work Plan



Template

• Implementation

Planv1





• Training

Curriculum

• Detail Design

• Script

• Storyboards


Guides

• Presentations


Materials

• Logistics /


• Final Training

Materials

• Training Pilot

Complete

• Local Training

Initiated

• Evaluation

Data

• Maintenance

Plan

Sig

no

ff


Review Conceptual

Design


Review Detail

Design (ongoing)


Review Materials

• Review Pilot

Feedback

Or if you have the skills, offer to do this for them

Analysis will divine what you need to train to, if you need to train at all

ANALYSIS CAN BE DONE QUICKLY BY SKILLED PROFESSIONALS

Besides, If you don’t know what needs training,

HOW DO YOU GO ABOUT BUILDING IT?

Besides, If you don’t know what needs training,

Want to know more?

ZULEKA (AT) GMAIL (DOT) COM

Want to know more?

ZULEKA (AT) GMAIL (DOT) COM TWITTER @KIRA_GREER

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Training Design Process

Business

Transcript of Training Design Process