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Training Project Kick Off | [Learning Designer Name] | [Presentation Date]

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[Topic] for [Audience]

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Agenda

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Training Development Team

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Enablement Request

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Audience Definition

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Existing Resources

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Needs to Develop Training

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Next Steps & Closing

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Training Development Team

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Training Development Team: Learning Team

The following Learning and Operations Strategy employees will be involved in the lifecycle of this project.

Role

Name

Training Owner

[Manager Name]

Lead Learning Designer

[Learning Designer Name]

Support Learning Designer

[Learning Designer Name]

Lead Trainer (as applicable)

[Trainer Name]

Support Trainer (as applicable)

[Trainer Name]

Lead KM System Administrator

[System Administrator Name]

Support KM System Administrator

[System Administrator Name]

Training Administrator

[Training Administrator Name]

Project Management

[Ops Strategy Analyst Name]

Learning Team

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Training Development Team: Operations

The following employees from the [Business Unit] team will be involved in the lifecycle of this project.

Role

Name

Requestor

[Requestor Name]

Final Approver

[Manager Name]

Lead Associate Manager

[Associate Manager Name]

Support Associate Manager

[Associate Manager Name]

SME [Individual Contributor Role]

[IC Name]

SME [Individual Contributor Role]

[IC Name]

Operations Team

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Partnership Expectations

In order to ensure success of this training project, we have established the following expectations.

General Expectations

  • Provide timely documentation relevant to the training request.
  • Respond to questions by the Learning Design team within 24-72 hours.
  • Conduct timely content reviews to ensure training content is accurate. Reviews should be completed within 3 business days.

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Level of Support

  • Associate Managers: [Low 0-2 hrs/wk, Med 2-4 hrs/wk, High 4+ hrs/wk]
  • Individual Contributors: [Low 0-2 hrs/wk, Med 2-4 hrs/wk, High 4+ hrs/wk]

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Content Reviews

  • [Who is reviewing]
  • [Cadence of review requests]

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Enablement Request

Link to Enablement Request: [Hyperlink]

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Problem: [Problem Keyword(s)]

[Summarize the problem, specifying the affected team/roles and the impact to specific metrics or OKRs. Provide example(s) of how this problem is manifesting.]

Problem

[Summarize the potential solution training could provide, including modality/phases]

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Question

[Question to ask the team during the Training Project Kick-Off]

​

  • [Answer provided during the meeting]

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OKR Alignment & Intended Benefits

Training on [topic] is aligned to OKR(s) as seen to the right. Beneath the OKR(s), you will find the intended benefit for providing this training.

OKR(s)

  • [OKR]

Intended Benefit(s)

  • [Intended benefit]

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High Level Training Goals

The goals listed on this slide provide the learning team with a starting point as we fine tune the learning objectives for each deliverable.

Goals

  • [Goal]
  • [Goal]
  • [Goal]

Learning Objectives

  • [Learning objective]
  • [Learning objective]
  • [Learning objective]

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Potential Deliverables

The following items could be part of the deliverable package for this project.

New Training Deliverables

  • eLearning: [Title]
    • This course would [summarize learning goal(s) of the eLearning].
    • This course could be assigned to [audience], and be incorporated into the new hire curriculum.
  • Knowledge Check: [Title]
    • This knowledge check would provide learners with an opportunity to apply their learning and measure the results to help determine if additional training support is necessary.
  • Huddle: [Title]
    • This huddle would follow the eLearning assignment and serve to debrief the eLearning and allow learners to discuss and ask questions.
  • VILT: [Title]
    • This VILT would [summarize learning goal(s) of the VILT].

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KM Updates

  • Updates to impacted SOPs and online resources

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Audience Definition

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Audience to Train

The following roles from each Business Unit identified will make up the audience for this training.

[Business Unit]

  • [IC Role]
  • [IC Role]
  • Team Leads
  • Associate Managers
  • Managers
  • Senior Managers
  • Director

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[Business Unit]

  • [IC Role]
  • [IC Role]
  • Team Leads
  • Associate Managers
  • Managers
  • Senior Managers
  • Director

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Existing Resources

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Learning Management System (LMS) Content

The following content related to [topic] is available in our Learning Management System.

  • [Course Title] (insert link)
  • [Course Title] (insert link)
  • [Course Title] (insert link)

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Instructor Led Training

The following Instructor Led Training content related to [topic] is currently available.

  • [Course Title] (insert link)
  • [Course Title] (insert link)
  • [Course Title] (insert link)

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Confluence

The following content related to [topic] is available in Confluence.

  • [Confluence Resource Title] (insert link)
  • [Confluence Resource Title] (insert link)
  • [Confluence Resource Title] (insert link)

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Guru

The following content related to [topic] is available in Guru.

  • [Guru Card Title] (insert link)
  • [Guru Card Title] (insert link)
  • [Guru Card Title] (insert link)

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Help Center

The following content related to [topic] is available in Help Center.

  • [Help Center Article Title] (insert link)
  • [Help Center Article Title] (insert link)
  • [Help Center Article Title] (insert link)

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Needs to Develop Training

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Training Project RACI

The following RACI matrix details the roles and responsibilities for the training development team.

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Responsible

Accountable

Consulted

Informed

Scoping of training solution

​

​

​

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Training content development

​

​

​

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Scheduling of training

​

​

​

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Communication & Training Announcements

​

​

​

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Rollout

​

​

​

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Evaluation

​

​

​

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Closing

​

​

​

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Needs to Develop Training

The following items are needed to support the design of this new learning program.

  • Sample cases (ideally from all 3 modalities - ticket, call, chat)
  • QA data about [Case Type/Subtype] cases
    • Specific areas where QA point deductions are highest for such cases
  • [Additional need]

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Additional Considerations

The following additional considerations need to be accounted for.

Tooling/Systems Considerations

  • Do Trainers have proper access: [Yes/No]
  • Does the audience have process access: [Yes/No]
  • Schedule tooling/systems check 2-3 days prior to vILT content

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WFM Considerations

  • Align on vILT schedule, additional train the trainer times if SMEs are involved
  • Who is submitting the ticket to WFM

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Attendance Strategy

  • [Identify how attendance will be tracked, partner with Training Admin to ensure alignment]

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Additional Huddle/VILT Considerations

The following additional considerations unique to live training need to be accounted for.

Parking Lot Strategy

  • [Identify who will answer outstanding questions, when questions are expected to be answered, and how answers will be communicated to the audience post-training]

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Train the Trainer/Leader Strategy

  • [What is the ramp up strategy for Trainers? For SMEs or other participants?]

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Dry Run/Practice Strategy

  • [What is the ramp up strategy for Trainers? For SMEs or other participants?]

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Next Steps & Closing

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Next Steps

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  • [Next step summary, including who is responsible]
  • [Next step summary, including who is responsible]
  • [Next step summary, including who is responsible]

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Thank you!