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Learn Perform Excel
Weathering the Change Storm: Using Communication & Planning as a Lifeboat in
an Application Implementation
Learn Perform Excel
For More Info / To Register / To Access Archive:
Search “Webinars” or “On Demand” at TrainingIndustry.com
Learn Perform Excel
Chris Hamill Senior Learning Consultant, Synaptis
Chris Hamill has experienced a versatile career in training and development. Managing a diverse portfolio of projects during the past 5 years as a valuable member of the Synaptis leadership team, Chris has provided development, consulting, and delivery of training content in various industries including financial, pharmaceutical, food services, government, and manufacturing. His experience as a senior learning consultant and project manager has enabled him to create successful learning solutions while avoiding the pitfalls that so many professionals find.
Learn Perform Excel
Agenda
Intro The
Synaptis 5D Process
The Effects of Change
Schedule & Approach
Top 10 Mistakes
Keys to Success
Q & A
Learn Perform Excel
Effects of Change
Change can:
• Cause people to feel bad about themselves
• Create confusion and unpredictability
• Create loss
• Generate interpersonal conflict
Resistance to Change:
• Is a normal human trait
• Is a function of personality
• Depends on perceived effects
• Depends on whether or not it is imposed from the outside
Learn Perform Excel
Ask Yourself…
• What part of the organization can cope with the changes and don’t need change?
• What part of the organization cannot cope with the changes and will need to change?
• What change needs to take place?
• Who needs to know about the change?
• Who can help make the changes?
• How should we make the changes?
• How will we know that we effectively implemented the right changes?
• What are the opportunity costs of making the change?
• What are the opportunity costs of not making the change?
Does my project need a change
readiness strategy?
Learn Perform Excel
Change Readiness
Measure results
Change occurs
Prepare for
change
Plan for change
Identify impact of
change
Strategic Planning for Change
Learn Perform Excel
Schedule & Approach
Timing 10-12 Months Prior to Go-Live
Phase Change Readiness Introduction
Activities •Define Business Process (BP)
•Review current BP to understand and document changes
•Review Fit Gap Analysis and identify needs for various groups
•Determine budget availability for training and communications
•Decide on Training Resources (internal or outsourcing)
•Decide on Communication Resources
•Implementation Project Team Training
Learn Perform Excel
Schedule & Approach (cont.)
Timing 6-10 Months Prior to Go-Live
Phase Discovery
Activities •Define user groups and training advocates
•Perform a formal training needs assessment
•Develop a training plan
•Create and distribute a Communication Plan
•Determine who receives what communications and when
they should receive them
Learn Perform Excel
Schedule & Approach (cont.)
Timing 4-8 Months Prior to Go-Live
Phase Design
Activities •Curriculum Outline
•Development Styles & Standards
•Training Prototypes (Interface design, formats, etc.)
•Change Management Concepts (Messaging, Topics, Graphics,
etc.)
•Conference Room Pilot (Functional Fundamentals Training)
Learn Perform Excel
Schedule & Approach (cont.)
Timing 2-6 Months Prior to Go-Live
Phase Execution/Development
Activities •Establish a cut-off date
•Create a replica of the test database
•Develop and test the training materials
•Schedule the classes
•Determine ROI indicators
•Communications
Learn Perform Excel
Schedule & Approach (cont.)
Timing 1-2 Months Prior to Go-Live
Phase Checklist
Activities •Confirm classroom reservations
•Identify a materials maintenance team
•Reproduce and ship training materials
•Post online reference and training content
•Integrate and test WBT content
•Confirm database refresh strategy
•Deliver training
•Bring up your help-desk during training
Learn Perform Excel
Schedule & Approach (cont.)
Timing 1 week – 1 Month Prior to Go-Live
Phase Delivery
Activities •Train-The-Trainer Delivery
•Pre-requisite WBTs and UPK
•Classroom Training
•Virtual Classroom Training
•Practice Exercises in the Training Database
Learn Perform Excel
Schedule & Approach (cont.)
Timing Post Go-Live
Phase Determine
Activities •Evaluation
•Establish a content maintenance & sustainability plan
•Training Rovers & OTJ Support
•Help Desk FAQs Analysis
•Provide on-going support
•Conduct technology foundation training
•Refresher & New Hire training (if needed)
Learn Perform Excel
Top Mistakes Made in Implementation & Upgrade Projects
Time
Misguided Objectives
Cutting before you measure
Developing in a Silo
Ignoring key areas of change
Underestimate impact of change
Training and communication Is irrelevant
One and done
Forget governance
Learn Perform Excel
Keys to Success
Training should be involved in the early stages of the implementation project
Market the new strategy/tool/training – focus on benefits
Allow plenty of time for discovery and design activities and don’t forget contingency planning
Distinguish between “nice to have” and “need to have”
Use exercises and scenarios that are realistic and relevant
Provide training in context of how the work is really done
Learn Perform Excel
Communicate commitment through all levels of the organization
Show the Big Picture: communicate the upstream and downstream impacts of change
Train often, provide opportunities to reinforce and practice - move from “using” to “mastering” through frequent opportunities for advanced training
Close the loop between training and support
Keys to Success (cont.)
Learn Perform Excel
Keys to Success (cont.)
Thorough Fit Gap Analysis (business process and systems differences)
Consistent procedure for documenting Business Processes (Set Expectations for SME’s)
Training Assessment (project teams, end users, management, SME’s, and executives)
Include Training Assessment, Marketing, Development, Delivery, and Maintenance in Master Project Plan
Include End Users, Key User, Super User, and SME’s in the training development process (Get Buy In)
Learn Perform Excel
Keys to Success (cont.)
Include big picture information in training
Dedicate project team for training management, development, review, and delivery
Implement process and technology to support training (UPK, LMS, Standards and Style Guides, etc)
Minimize software changes once training development begins
Plan for a strong on-going curriculum maintenance program
It is not possible to over-communicate when it comes to change!
Learn Perform Excel
Summary
Avoid key mistakes
Assess the need
Create timelines
Plan and prepare for change – communicate!
Provide effective training
Provide performance support
Plan to keep materials current
Learn Perform Excel
Passion, Accountability, Ingenuity, Dedication
15 years of success - founded in 1999
A training services organization that assists people in:
– Business process and workflow adoption
– Change Readiness
– Maximizing technology
– Improving job performance
– Achieving company objectives
Core Competency is customized, blended change readiness solutions for Enterprise Software Systems (Oracle, PeopleSoft, JD Edwards, SAP, Siebel, Hyperion, & bolt-ons)
Primarily Fortune 1000 clients; trained over 500,000 people worldwide
Synaptis provides customized services that focus not only on maximizing technology, but also using knowledge to improve performance
Learn Perform Excel
Testimonials
• “Synaptis has successfully introduced UPK to our company and it is now our standard systems training platform”
Liviu Dedes, VP of Organizational Development
& Effectiveness, Aramark Corporation
• “Synaptis was absolutely great. They were able to anticipate our needs and give us all of the information we needed to make necessary decisions. Everyone was helpful, kind, fun and absolutely GREAT! Just what we needed… Thank you so much for working with us. I’m not sure we could have done it without you!”
Lindy Stevens, Technical Project Manager , MICROS
Systems, Inc.
• "Synaptis is an All-Star when it comes to UPK. Their technical and design expertise made our PeopleSoft HR conversion project a success.”
Time Warner Cable
Learn Perform Excel
Learning Solutions
Chris Hamill – x 631
Pat West (President) – x 618
Sales
Robin Meehan – x 682
Brittany Curry – x 632
Questions? Call (919) 844-5840
Q & A
Learn Perform Excel
Upcoming Webinars
For More Info / To Register / To Access Archive:
Search “Webinars” or “On Demand” at TrainingIndustry.com
Learn Perform Excel
Thank You
On behalf of TrainingIndustry.com, thanks to:
Today’s Speaker: Chris Hammill
Today’s Sponsor: Synaptis
All of you for attending
Questions or Comments?
Please contact Nabeel Jaitapker:
Twitter: @NabyJ