October 14, 2009

Written by Jeff Geiger, Duane Brown, and Tommi Himmel

Testing

  • Stress Testing
  • All Scenarios
  • End-to-End
  • Integration with other products/software
  • Integration with non-system procedures

Reporting

  • Are all reports useful?
  • Can requirements be consolidated?
  • Executive Dashboard –
    • What is needed?
    • How often?
    • How do executive use this information?

Training

Or

  • Training to Win

Objective of Training to Win

  • Confident, Knowledgeable end users who:
    • Embrace the change
    • Are not afraid of the new system
    • Have demonstrated competency in it
    • Accept ownership in the success of the implementation
    • Ongoing, will achieve advanced proficiency levels post go-live

How to Achieve Training to Win

  • Manage the change
  • Set standards:
    • For Training
    • For Training Documentation
    • For Procedural Documentation
  • Have users demonstrate knowledge of system and procedures

Make Your Plan

  • Define and Commit to “Success”
    • What will it look like in your organization?
  • Define Methos of Communication
    • How will change issues and training be communicated?
  • Define Resources
    • Who will train?
  • Define Measurement Requirements
    • What metrics are needed for management and training validation?
  • Define Maintenance
    • How to keep the spirit alive?

Define and Commit to Success

  • Definition:
    • Confident, knowledgeable end users who:
      • Embrace the change
      • Are not afraid of the new system
      • Have demonstrated competency in it
      • Accept ownership in the success of the implementation
      • Ongoing, will achieve advanced proficiency levels post go-live
  • Commitment:
    • Commit to achieving what you defined as success

Methods of Communication

  • How will we communicate change?
    • Rumor Mill?
    • Disgruntled/unhappy supervisors?
    • Planned information releases with full management support?
  • How will we train?
    • Computer Based Training
    • Classroom style with instructors?
    • “Cascade” style?
    • Distribute manuals and hope they “get it?”
    • Practice laboratory

Resources – Who Will Train

  • Contract Trainers?
    • Professionals in training development / delivery and adult learning concepts
    • Responsible to do the knowledge transfer and validate student competency
  • Internal Trainers?
    • Company has existing training program w? dedicated trainers
    • Implementation Team members and / or super users train as “additional duty”

Measuring Success

  • What should we measure?
    • Total training hours @ an average Dollar value?
    • Total number of classes?
    • total attendees for each class?
    • High scores on students’ evaluations of trainers?
    • Number of student competency demos?
    • High frequency of student demos?
    • Total cost of training?
  • Why???

Maintain the Success

  • How to keep the spirit alive?
    • Commitment. Or continuing to do the thing you have promised to do, long after the spirit in which you promised it has left you
  • Continue to grow a “learning” organization
    • When you’re green, you’re growing; but what happens when you’re ripe,?
  • Prevent stagnation
    • Encourage curiosity about additional improvements and best uses of ERP – continue to learn and grow

Review & Wrap-Up

  • Remember to Incorporate Reporting, Testing & Training into Early Planning
  • Use the Three Tenents of Training
    • Manage Change
    • Set Training Standards
    • Require Employees to Demonstrate Competency
  • Define:
    • Success & Commitment
    • Methods of Communication
    • Resources for Training Delivery
    • Measure of Success
    • Maintenance of Learning Environment