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Training Plan
Need information management project training plan checklist and want practical suggestions to ensure rapid project delivery?
What is training?
Introducing a new information management system or changes to an existing system may require training for:
- Project team members;
- Production support staff; and
- Business intelligence end users.
The objective of a plan is to outline the objectives, needs, strategy,
and curriculum that should be addressed to ensure that all stakeholders
receive needed instructions on how to use and maintain the planned
system.
Plan Checklist
The following topics should be covered:
Introduction
Provide a management summary of the entire plan.
Provide project scope and background information.
List all project contacts including:
- Project manager;
- Data architect;
- Business systems analyst;
- Senior software designer;
- Quality assurance manager;
- Security officer;
- Release manager;
- Training coordinator; and
- The assigned training representative from each stakeholder team e.g. production support, business intelligence end users.
Requirements Traceability
Describe
the requirements traceability matrix, which lists all requirements
documented in the requirements specification, and trace how they are
addressed in all architecture and design documents, test plans
and training plans.
Training Instruction
Describe the approach used to develop the course curriculum.
Provide a list of topics or subjects that must be addressed to ensure training objectives are achieved.
Document any issues and recommendations e.g. list any current and potential issues, constraints and limitations.
Describe the target audiences for courses to be developed.
Instruction Methods
Describe the training methods that will be used to provide the proposed courses.
Describe the training approach e.g. formal classroom, mentoring, web seminar's, etc.
Identify how a training database will be created and used.
Include a description of what data will be used to populate the training database and who will create and load this data.
Describe the training evaluation process required to ensure that training objectives have been achieved.
Training Resources
Describe
the methods that will be used to administer the training including
procedures for enrollment, status reporting, training completion and
security.
Identify
all training resources required including things like remote desktop
sharing software licenses, classrooms, videos, projectors, etc.
Provide training schedules including key preparation steps such as setting up training facilities, acquiring resources, etc.
Identify
any planned updates to the training plan e.g. modifications to training
environments, retraining of additional staff and modifications to
training curriculum to account for future software releases.
Training Curriculum
Provide
descriptions of all components that will make up each course e.g a
course may be comprised of several modules and a course description
should be developed for each module.
Summary...
The objective of a training plan is to outline the objectives, needs,
strategy, and curriculum that should be addressed to ensure that
required training is achieved for a new or updated information management system.
This plan should be completed as part of the project planning phase and
should be updated as needed during the life of the project.

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