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Create Your Training Plan

Prioritize your training agenda based on where you see people struggling and wasting company time.  If you have a CRM like Salesforce you may be able to run reports that will show you the number of tickets by category, or time to respond, as key performance indicators of what subjects to focus on first.  If you create a training plan based on what you “think” the staff need to know, be prepared to support that gut instinct with quantifiable metrics for your executive sponsor.  By prioritizing based on the statistics you already have you will be able to measure the success of your training program and be able to justify the ongoing expense, or the expansion of your training program.  Start small, do not try to tackle every issue at the onset.  You will be refining your templates and process with the first two to three trainings. 

Define Your Project Scope:

  • 01Analysis and prioritization of issues
  • 02Identification of resources available to help
  • 03Tentative schedule with defined hours and resources needed
  • 04Executive approval of prioritization and resources
  • 05Steering committee to meet and agree on schedule and subject matter
  • 06Finalization of schedule and goals with specific and measurable metrics
  • 07Announcement of training plan to organization

Once you have identified your subject matter you will need to determine who is available to help create and deliver your training materials and work their availability into your schedule.  Limit the number of hours any one person will be spending on creating /delivering content and be sure to discuss with that person’s manager before asking for their help. 



Create a tentative launch schedule with deliverables and who is responsible and set up a steering committee to discuss, adjust and agree to the schedule.  Once you have agreement, announce the training schedule.  By announcing it you are committing to getting the training done.  It prioritizes the activity for everyone involved and it allows the people who need to attend the training time to add the training to their own calendars without disrupting other meetings and work load.