Deployment strategy and planning worksheet

1. When Learning Plan is approved,
key dates are documented
on the PIT Crew Project Site
The completed Request Form
is posted to the Projects List
on the PIT Crew Site
PIT Crew Meeting with
the Project Manager to discuss
key dates and responsibilities
Project/Relationship Manager
submits the PIT Crew Request Form
Training Team creates a
Learning Plan for the project.
PIT Crews discusses the project
and invites the Project Manager
to the next meeting
PIT Crew & Project
Manager meet to discuss the
proposed Training Plan
Learning materials that need
to be created are prioritized
by the Training Team
Learning event for IT TSS on
supporting project/change
QSC and knowledge solutions
Training Team discusses learning plan
with SME’s, Project Managers and
audience members to obtain content
Learning materials are reviewed
by the PM/SME frequently for
consistency and progress checks
Webinars
Self Study modules/videos
Mobile Learning
PIT Crew discusses what
learning materials will be
promoted in the communications
and knowledge resources
Learning materials are
delivered to the PM
Training request requirements
Content and environment requirements
q Who is the audience
q Know what the “Result” of the learning should be–the goal, the WHY!
q SME needs to be available to supply content that is relevant to the learner.
q SME must review content and provide feedback on learning materials.
q Vendor content must be reviewed by a SME before it is given to the training department to brand.
q Environment must be completed in the look and feel.
q Applications must be branded by Training department personnel before learning is created.
q The environment must be stable and have test clients or data that can be used to create learning.
q Training materials must be included in the communications process to promote learning availability.
Time
§ After content is provided and approved, allow 2 weeks to complete QSC formatting.
§ Video learning modules need to be created once the project moves out of UAT and the environment is branded and stable.
Once that occurs, filming of the learning modules can begin. This process takes about 40 hours for each 5 minutes of video produced.
That includes the time required to go from proof to posted learning.
§ IT training webinars are scheduled each month and need to have at least 3 weeks’ notice to discuss the project with the IT department.
§ Clarity numbers must be provided for large projects with an assigned a project manager.
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2. Training plan worksheet
Project: Windows 7 Deployment Date: In the Past!
Day-to-day activities Improve productivity Gain new skills Notes/Ideas
Resources
Internal knowledge site GT video library ELearning for a specific topic
Resource centers on our
intranet site
Live learning sessions for new
functionality
Microsoft ELearning
accounts/courseware
GT QSC’s LMS – Catalog of courseware
Microsoft Sites Microsoft video’s/courseware
Topics
Performance
improvements
Jump Lists Home Groups
Search feature Peak Media Streaming
Task bar Shake
Event
descriptions
IC Socials with
posters/balloons –
Resource takeaway
Chat with an expert
conference call
Power Hour- bring a topic and
discuss it with an expert
Meet and Greet/ Brown
bag’s on functionality
Board game to test your skills
Knowledge Potluck –
bring what you know and
share
Company Wide Team/Role/SL Self-Study Notes/Ideas
Event by
Audience
type
IC Socials Power Hours Microsoft resources
Meet and Greet Knowledge potlucks
Brian and Brian show
Board game
Date Audience Event Notes/Ideas
Essential
Dates
Start as soon as office is
50% transitioned
Company Wide IC Socials
Start as soon as an office
is 75% transitioned
Team /Role Knowledge Potlucks
Invite office as soon as
they have been 25%
transitioned
Company Wide Chat with an Expert
Start as soon as company
is 50% transitioned
Company Wide Board Game
Day-to-day activities Improve productivity Gain new skills Notes/Ideas
Measure
Adoption
Feedback from Resource
Centers
Learning Event Surveys Learning Event Surveys
Service Desk reports on
issues and tickets
Gamification to test
knowledge
Gamification to test
knowledge
Feedback from local IT
person
LMS activity reports
Risks Lack of Knowledge Cultural Differences Notes/Ideas
Resistance
to change

3. Training plan worksheet
Project: Deployment
Date:
Day-to-day activities Improve productivity Gain new skills Notes/Ideas
Resources
Topics
Event
descriptions
Company Wide Team/Role Self-Study Notes/Ideas
Event by
Audience
type
Date Audience Event Notes/Ideas
Essential
Dates
Day-to-day activities Improve productivity Gain new skills Notes/Ideas
Measure
Adoption
Risks Lack of Knowledge Cultural Differences Notes/Ideas
Resistance
to change