Training tools

Module 1	Pre-Initiation	Unit 1 Getting started with a migration	Unit 2 Pre-initiation downloads
Module 2	Project management	Unit 1 Overview of project management	Unit 2 Setting the scope	Unit 3 Projecting staffing resources	Unit 4 Planning for time	Unit 5 Ensuring quality outcomes
Module 3	Change management	Unit 1 Change management tools
Module 4	Staffing	Unit 1 Staffing tools	Unit 2 Supplementary staffing resources
Module 5	Business process analysis	Unit 1 Business process analysis tools	Unit 2 Supplementary business process analysis tools
Module 6	Requirements	Unit 1 Requirements tools	Unit 2 Supplemental requirements resources
Module 7	Data cleansing and migration	Unit 1 Data cleansing and migration tools
Module 8	Testing	Unit 1 Testing tools
Module 9	Training	Unit 1 Training tools
Module 10	All toolkit downloads	Unit 1 Downloads

Training is a key component of change management. With any system change, whether a migration to a new platform, adoption of a new module or enhancement, users need to be prepared for a new way of interacting with the system. Training prepares users to interact with the new platform correctly, efficiently and effectively.

Training tool downloads

Develop a robust training plan approach and strategy

Use this tool to map out a high-level training approach, training strategies and key inputs to a training plan.

Training Approach Workbook

Document planned training activities

A training plan is a detailed description of how training will occur. A training plan is a place for comprehensive documentation of the program’s approach, strategy and specific plans for training users to support the execution of training activities.

Training Plan Template

Review training responsibilities across roles

A clear division of roles and responsibilities is needed to ensure smooth and effective system training. Sample training responsibilities across IIS roles, both before and after system go-live, can guide programs in understanding their own staff responsibilities.

Sample Training-Related Roles and Responsibilities

Create personas to inform training design and delivery

Learner personas are fictional characters developed to represent a particular user group. The development of personas promotes a user-centric perspective to inform training requirements and activities when a system change is planned.

Learner Personas Worksheet

Design action-oriented training to support goals

“Action mapping” is a technique to ensure that learning resources serve the needs of the targeted training audience. This worksheet can assist in mapping out potential training topics and objectives.

Training Action Mapping Worksheet