Training Approach Workbook

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

Training Plan Template

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.

Sample Training-Related Roles and Responsibilities

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.

Learner Personas Worksheet

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.

Training Action Mapping Worksheet

“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.