HCC Employee Training

High Five! Learning Our Approach, Your Success

When you select High Five! Learning we partner with you to provide leadership, guidance, and commitment to excellence resulting in the successful outcome of your project.

We know you are an expert in your field, and so are we. Our five-step approach to effective project management incorporates industry standards and best practices for proven success.

Our five-step approach mixed with our secret sauce of innovation and creativity = your success.

Project ObjectiveHealth Care Cooperative (HCC) provides business services for health care providers in the United States. To maintain their high standards for conducting business affairs ethically, and in compliance with the laws that govern their operations, HCC continually invests in effective, engaging employee training.

The current training approach prepares employees for the every-day situations that they face. This approach is engaging and impactful however it requires employee to travel from at least eight states to one location within the U.S. This approach is no longer viable due to the rising costs associated with travel, lodging and meals.

The first objective of this project is to maintain the successful outcome of the existing remote training approach, and to find a more cost effective manner to deliver the training.

The second objective of this project is to deliver two ethics courses. HCC has identified two important ethics courses that must be tied to this project and delivered in the new platform. The audience for these first two courses involve approximately 70 to 100 senior and mid-level managers that are English speaking and range from 30 to 55 years of age.

Scope of ProjectThe project scope of this project involves:

1. The delivery of a more cost effective method of training.

0 The selection and implementation of appropriate, cost effective technology needed to deliver the online courses. The technology will include easy access, reporting and tracking capabilities and assessment and survey capabilities.

2. The delivery of two core ethics courses.

0 The development of two online courses with at least one video scenario each, contextual images, interactivity every third page, a comprehension assessment of at least eight questions and a statement of commitment to uphold HCC's business ethics and standards, to be signed by each learner upon completion of the course.

3. A project management resource to track the project by ensuring communication between HCC and High Five! through weekly updates from regularly scheduled meetings and meeting minutes.

4. A dedicated instructional design resource to design, develop and deliver the courses based on industry best practices, from existing content. No new content will be created.

5. Training for one HCC staff member on the tracking and reporting tool within the selected technology used to deliver the courses. Training will be limited to existing canned reporting available through the tool.

Proposed Work Tasks and Project Deliverables 1/4

Based on our five-step approach the work tasks will be broken down into the following:

Initiation1. Confirm the business case, develop the plan and document the risks and

issues.2. Deliver the project initiation document.3. Deliver the Project Scope and Work Breakdown Structure document.4. Conduct a kickoff meeting with all High Five! resources, HCC SMEs and Key

Stakeholders. Review needed roles and responsibilities for the project.

Strategy5. Review and confirm all project requirements.6. Deliver and confirm project agreement/contract with project estimates.7. Build and deliver the project plan including timelines, major milestones, tasks

and resources/owners and provide HCC with project management expertise and guidance throughout all phases of the project


(Continued from previous page.)

Analysis

8. Provide options in a comparison document that lists alternative delivery solution(s) that results in lower costs for training and maintains the same level of collaboration and discussion opportunities.

9. Research the technology needed to support training collaboration and discussion facilitation and provide a synopsis of the research and final recommendation.

10. Research the capabilities and costs associated with each alternative option, and provide a comparison matrix.

11. Provide instructional system design expertise and consulting that results in an Instructional System Design (ISD) diagram of the new ISD learning environment for HCC learners.

12. Collect and organize content for the two initial courses being offered: employee personal conduct course and the appropriate use of company assets course.


(Continued from previous page.)

Design and Build

13. Create course outline from content. Instructional Designers meet with SMEs and deliver a course outline, topics, and objectives for both courses. The course outline and objectives are confirmed during one review cycle where they are reviewed, revised and confirmed.

14. Instructional Technologists begin to implement technology to support delivery of courses. Test or prototype course (to include branding) delivered within a reasonable time but not to exceed three weeks beyond the date that the equipment is acquired by High Five! Learning.

15. Project Manager conducts regularly scheduled project management meeting, deliver meeting minutes and action items and weekly updates to key stakeholders.

16. Deliver course shell, conduct one (1) review cycle of shell, revised and confirm changes after the review.

17. Conduct two course reviews for both courses delivered in this project. Deliver two (2) iterative versions of each course, for a total of two course reviews each, revise and validate changes during each of the two course review cycles.


Implementation

18. Conduct tests with new courses and delivery technology.19. Train two (2) HCC employees to run the canned reports on new technology.20. Deliver evaluation recommendations and draft one survey with eight (8)

questions for Level 2 evaluations.

Learning Objectives

Prior to delivering the learning objectives for a course, and taking the constraints of the learners environment under consideration, High Five! Learning will conduct a learner analysis to ensure the best instructional approach is employed based on the audience for each course.

High Five! Learning will deliver the following learning objectives for the two courses:

Employee personal conduct (to include promoting a positive work environment and respecting others in the workplace).

Appropriate use of company assets.

Technology Considerations

To achieve the two main objectives for this project: the delivery of a more cost effective method of training the delivery of two core ethics courses

High Five! Learning will propose technology solutions that will reduce, if not eliminate, the need for HCCs employees to travel to engage in learning. The recommendations will include:

1. Learning solution hardware and software baseline requirements.2. Post-implementation training support.3. Courseware integration, testing and deployment.4. Other operational support as required.

Milestones for Deliverables# Date Milestone/Deliverable

(See details for each project milestone on pages 5 and 6 of this document.)

1.0 6/1/13 Initiation PhaseConduct Kickoff Meeting (1 hour) Sign off on Initiation Phase

2.0 6/10/13 to 6/13/13

Strategy Phase Finalize and sign off on Project Agreement Deliver final project plan

3.0 6/15/13 to 6/20/13

Begin Analysis Phase Deliver Instructional Design Document Deliver research for technology options Deliver recommended ISD model based on learner analysis

4.0 6/20/13 to 6/30/13

Begin Build and Design Phase Deliver course outline for both initial ethics courses Implement instructional technology Begin regular project management meetings Deliver course shell

5.0 7/15/13 to 7/30/13

Begin Implementation Phase Course reviews and Q and A Deliver technology sandbox and begin pilot Deliver and schedule Level 1 and Level 2 course evaluations

Other Important DatesDate Milestone/Deliverable

6/1/13 Project Kickoff Meeting

6/13/13 Project Agreement Sign Off

6/20/13 Sign off on Final Project Plan

6/20/13 Regular project meetings begin, through end of project.

6/21/13 Sign off on Course Outline (2 courses)

6/22/13 Sign off on Course Shell

6/25/13 Review online courses

7/20/13 Sign off on online courses

7/25/13 Sign off on Instructional Technology Implementation

7/25/13 Sign off on evaluation plan

7/30/13 Sign off and end of project

Work Breakdown Structure

Note: All boxes in the diagram above are considered a work package. Each work package is based upon 8/80 Rule says that no work package should be less than 8 hours or greater than 80 hours.

HCC Employee Training

1.0 Initiation

1.1

Project Initiation Document (one day)

1.2

Collect Requirements (4 days)

1.3

Project Kickoff (Prep and Meeting 3 hours)

2.0 Strategy

2.1

Project Agreement (5 days)

2.2

Project Plan (Two weeks)

3.0 Analysis

3.1

Instructional Design Document (4 days)

3.2

Research (4 days)

3.3

ISD Methodology (4 days)

3.4

Gather Course Content (5 days)

4.0

Design and Build

4.1

Course Outline, Objectives and Quizzes (4 days)

4.2

Implement Technology (2 weeks)

4.3

Regular Project Meetings (One hour meetings, Prep and Closure 2

weeks)

4.4

Course Shell (3 days)

5.0

Implement

5.1

Technology and Course Review (1 hour seat time = 50 hours

development; 3 hour reviews)

5.2

QA Technology and Courses (1 week)

5.3

Pilot Technology and Courses (1 week)

5.4

Implement Evaluation Plan (2 days)

SummaryHealth Care Cooperative seeks to offer its employees cost effective, high quality ethics training. While HCC has experienced good success in the past, due to high travel costs a more efficient solution is solicited.

High Five! Learning has the skill and experience to meet HCCs training goals. We are confident that we can design high quality core ethics courses, develop the technology solutions to deliver them, and provide the project management resources to successfully track the project to HCCs complete satisfaction.

Upon reviewing our proposal materials we hope that our knowledge of your

organization, our understanding of your needs, and our commitment to your

success is without question. We know the industry and we can meet, and beat, the

highest standards.

Documents

HCC Employee Training