Training and Change Management Checklist.xlsx

	B	C	D	E	F	G
1	Training and Change Management Checklist
2	Sl No	Task Name	Task Owner	Start Date	End Date	Status
3	A	Training Needs Assessment
4	1	Identify the user groups that need training (doctors, nurses, administrative staff, etc.)	Hospital
5	2	Define role-based access and system usage expectations for each user group	Hospital
6	3	Share hospital workflows with the EMR vendor for customized training	Hospital
7	4	Analyze workflows provided by the hospital and customize training materials accordingly	Vendor
8	5	Develop role-based training modules for different user groups	Vendor
9	6	Prepare a comprehensive training plan and schedule	Vendor
10
11	B	Training Material Development
12	1	Develop user manuals, quick reference guides, and video tutorials based on the hospital’s requirements	Vendor
13	2	Customize training materials to align with specific hospital workflows	Vendor
14	3	Provide multilingual training content, if necessary	Vendor
15	4	Review and approve the training materials	Hospital
16	5	Ensure the hospital team has access to digital and physical copies of training materials	Hospital
17
18	C	Training Schedule and Logistics
19	1	Arrange training venues, equipment (computers, projectors), and set up logistics for in-person training	Hospital
20	2	Ensure the availability of all hospital staff for scheduled training sessions	Hospital
21	3	Provide a training calendar and ensure adherence to the schedule	Vendor
22	4	Assign experienced trainers for conducting in-person or virtual training sessions	Vendor
23	5	Provide a post-training assessment mechanism to ensure knowledge transfer	Vendor
24
25	D	Super-User Training
26	1	Train a select group of "super-users" within the hospital who can act as internal champions	Vendor
27	2	Provide in-depth, advanced training for super-users on system configuration, troubleshooting, and reporting	Vendor
28	3	Identify super-users from each department to receive advanced training	Hospital
29	4	Ensure super-users are available to support their respective departments during the EMR go-live and post-go-live phase	Hospital
30
31	E	Change Management Strategy
32	1	Communicate the benefits and objectives of the EMR system to all staff to ensure buy-in	Hospital
33	2	Assign a change management lead to monitor staff engagement and readiness	Hospital
34	3	Create a feedback mechanism for ongoing feedback from staff	Hospital
35	4	Support the hospital in creating change management strategies, including addressing user resistance and managing expectations	Vendor
36	5	Share best practices and case studies from other hospitals that have successfully implemented the EMR	Vendor
37
38	F	Go-Live Support Training
39	1	Provide training and refreshers before the EMR system goes live	Vendor
40	2	Offer on-site support during the go-live phase for immediate issue resolution	Vendor
41	3	Ensure all staff undergo refresher training in the week leading up to the go-live	Hospital
42	4	Assign internal super-users to be available during go-live to assist with on-the-ground support	Hospital
43
44	G	Post-Go-Live Support & Continuous Learning
45	1	Offer continued training and support post-go-live to address new features and updates	Vendor
46	2	Provide a helpdesk for resolving issues that arise post-implementation	Vendor
47	3	Organize periodic refresher courses and advanced training for evolving system needs	Vendor
48	4	Conduct periodic evaluations of user proficiency and identify any additional training needs	Hospital
49	5	Ensure super-users continuously support staff and provide feedback on system performance to the vendor	Hospital
50
51	H	Feedback and Evaluation
52	1	Collect and evaluate feedback from end-users on the effectiveness of the training sessions	Hospital
53	2	Identify areas where users are struggling and coordinate with the vendor for retraining	Hospital
54	3	Analyze feedback and revise training materials or methods as necessary	Vendor
55	4	Share insights from the training evaluation with the hospital to address gaps	Vendor
56
57	I	Knowledge Base Development
58	1	Develop an online knowledge base or portal with FAQs, training videos, and troubleshooting guides for end-users	Vendor
59	2	Encourage staff to use the knowledge base for self-learning and troubleshooting	Hospital
60	3	Monitor usage of the knowledge base and provide feedback to the vendor on its effectiveness	Hospital
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100