CompassLooking back, moving forward

Compass Upgrade

Training Overview

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Compass Upgrade Training

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The most efficient training is in a computer classroom where you have hands on doing the procedures with a presenter so you are away from your work desk and can concentrate without distractions. The timing of the training is very important so you can go back to your office and start working on the procedures taught within the next few days to reinforce what has been taught.

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When does training start?

Does everyone get the same amount of training?

Can I see the Compass system before Go Live?

What type of training will be available?

Will I have a classroom instructor?

Who delivers the training?

Is training mandatory?

TRAI

NIN

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Coming Soon

The training plan is under construction while the design teams map out the business processes to align with the upgraded Compass system. The amount and type of training developed will be based upon the greatest degree of change in either business process or Compass features and functionality. The greater the change…the more training available. In general, the topics or areas with the highest degree of change will be supported with classroom training. If the change is minimal, for instance an updated screen interface, training will most likely be in the form of a job aid or an OnDemand “How To” modules (self-paced web training).

The following slides give you a sense of the training philosophy as well as a view into the high touch and low touch training options that will be integrated into the final training plan.

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Training Objectives

ENSURE STAKEHOLDERS ADOPT THE NEW PROCESSES & FUNCTIONALITY• Ensure participants attend and actively participate in training demonstrations and exercises. Capture

feedback to foster continuous improvement • Ensure training is not a one time occurrence, but there is ongoing training to maintain new skills,

processes, and procedures

DELIVER ROI [Return On Investment] TO LEARNERS• Make training relevant, timely, and flexible to meet the needs of diverse divisions• Training should educate users on the rationale for the change and key impacts to the business (avoid “point

and click” training) to support adoption and ownership• The training should incorporate hands-on, real-world scenarios to create a dynamic, impactful training

experience

CREATE A CONSISTENT, QUALITY LEARNER EXPERIENCE• Develop a programmatic trainer certification program to ensure consistency, quality, and flexibility to allow

trainers to tailor curriculum to meet the needs of their user communities

ENSURE CONFIDENCE, COMPETENCY & PROFICIENCY • Training should be in-person as much as possible• Reach different audiences and learning styles by providing a mix of learning vehicles

Currently the Finance Division follows these training methodologies and best practices.

Guiding Principles & Best PracticesThe following principles will be used to guide training efforts at Emory. The objective is to create a training strategy that increases competence, reduces risk, and maintains a cohesive, consistent effort while supporting individual divisional needs.

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Create a positive learning experience that transcends beyond the

classroom.

Maintain consistency with room for flexibility to meet diverse needs.

Ensure specialized groups are trained

adequately (support, UAT participants)

Minimize business disruption and maximize

relevance.

Focus on what is the same and what

is changing.

Ensure business processes are fully baked and trained

first.

Use relevant real-world scenarios to support effective

learning.

Use a variety of training methods to

support adult learning principles.

Use the peer network to increase sense of ownership.

Make training continuous.

Allocate adequate time for creation of training & support

materials

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Training Strategy & Approach

On-Demand “How-To” Modules(self-paced web training)

Instructor-led Training(classroom training)

Virtual Instructor-led Training(webinars)

Train-the-Trainer Approach

Pre-Learning(interactive labs)

End User

Leverage Advisory Council to localize training content (customize scenarios)

Go-Live Desk-side Support & Outbound call center

Managed & tracked by Emory’s Learning Management System

Quick Reference Cards

High-Touch Low-Touch

Get Productive

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Sample Learning Path:

Get ReadyGet

Oriented

Participate in interactive labs

Visit Compass upgrade project portal, enroll in prerequisite webinars and eLearning modules

Take pre-requisite courses

Attend Required Classroom Training

Leverage On-Site Instructors

Leverage On-Site Instructors during Launch

View On Demand “How To” eLearning videos

View recorded webinars

Attend productivity workshops and brown bags

Leverage Compass Upgrade job aids

Outbound call center to reach out to users as a customer service

View On Demand “How To” eLearning videos

Receive regular Tips and Tricks via email ListServ

Continuous internal bus unit focus groups to share knowledge

Get a Boost

August 2016 – January 2017 OngoingMay 2015-July 2016

The activities in your individual learning path are largely determined by your role and responsibilities within the Compass system.

Training Activities- High Level Description

Activity Purpose Who Receives

Business process Assessment

• Train users on new business processes well before go-live and try to implement business processes prior to upgrade

• Determine what business process training will be necessary

All

Skill gap assessment • Determine what roles should require specific Compass training• Determine what skill gaps exist and determine plan for remediation (require

training, test out)

All

Training Course Map • Once scope is solidified, determine what training courses need to be developed (i.e., new courses vs deltas and most appropriate delivery method) and for what role

All

Determine Training Logistics

• Plan with dates, locations, timeframes All

Design Previews • This is the opportunity for all users to see the application prior to training and Go Live.

All

Interactive Labs • The Project Team will not be presenting and the tool will not be completed, but this is the opportunity for users to gain hands-on access to the application prior to UAT and training

All

User Acceptance Testing Training

• Walkthrough and test key pieces of functionality and configuration• Training users to be effective and efficient testers

Power UsersOther Users

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Note: Participation in the listed activities is determined by your role in the Compass Upgrade and/or your job at Emory. You are unlikely to be involved in all of the activities listed.

Training Activities- High Level Description

Activity Purpose Audience

Train the Trainer Certification Sessions

• Training the Facilitators in preparation for the Live Training Sessions Advisory Team and Instructors

Live Training • Live Training on the New Systems, Processes, and Procedures All

Inbound & Outbound Call Center

• Call Center set-up for inbound help and outbound high-touch assistance All

Desk Side Support Resources

• Deploy training resources and SMEs at key locations across campus to provide real-time support

All

On Demand “How-To” Modules

• Build Short, online training vignettes of main functions and updates. The vignettes follow the adult learning cycle of Show Me, Try Me, and Test Me

All

Ongoing Training • Training post the initial live training. Trainers will help determine who may need additional training and will also assist with new employee onboarding.

As Needed

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Note: Participation in the listed activities is determined by your role in the Compass Upgrade and/or your job at Emory. You are unlikely to be involved in all of the activities listed.

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Leverage High & Low Touch TrainingWe will use a combination of high and low touch training methods to increase the effectiveness of learning.

• The Compass upgrade training curriculum will be configured to meet the learning objectives with a focus on utilizing relevant high-touch, “hands-on” business scenarios to help create a dynamic, impactful training experience.

• The training will incorporate a modular, blended training approach (face-to-face, webinars, and videos) to support various adult learning principles.

• Our goal is to ensure maximum knowledge retention to ensure the Emory community is confident and proficient when using the Compass application.

• A trainer certification program will be designed to ensure consistency, quality, and support localization of training content

• Face-to-face training• Interactive Labs• Outbound Call Center• Desk Side Support

High Touch Training Methods

Low Touch Training Methods

• Website/Portal• On-Demand “How to” Modules• Webinars• Job Aids

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What type of training will be

available?

Is training

mandatory?When does training start?

Does everyone get the same amount of training?

Who delivers the training?Will I have a classroom instructor?

Can I see the Compass system before Go

Live?

ALL OF THE ANSWERS ARE COMING

SOON! STAY TUNED