Compass%20Upgrade

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Compass Upgrade

• Training Overview

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Compass Upgrade Training

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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Will I have a classroom instructor?
Does everyone get the same amount of training?
TRAINING
When does training start?
Who delivers the training?
Can I see the Compass system before Go Live?
Is training mandatory?
What type of training will be available?
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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 changethe 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
Currently the Finance Division follows these
training methodologies and best practices.
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Guiding Principles Best Practices

• The 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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Training Strategy Approach
Managed tracked by Emorys Learning Management
System
Train-the-Trainer Approach
Go-Live Desk-side Support Outbound call center
Leverage Advisory Council to localize training
content (customize scenarios)
Quick Reference Cards
On-Demand How-To Modules (self-paced web
training)
End User
Virtual Instructor-led Training (webinars)
Pre-Learning (interactive labs)
High-Touch
Instructor-led Training(classroom training)
Low-Touch
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Sample Learning Path
Get a Boost
Get Productive
Get Oriented
Get Ready
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
The activities in your individual learning path
are largely determined by your role and
responsibilities within the Compass system.
August 2016 January 2017
Ongoing
May 2015-July 2016
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Training Activities- High Level Description
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.
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 Users Other Users
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Training Activities- High Level Description
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.
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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Leverage High Low Touch Training

• We 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

High Touch Training Methods

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

Low Touch Training Methods

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

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Can I see the Compass system before Go Live?
When does training start?
Is training mandatory?
Who delivers the training?
All of The Answers Are Coming Soon! Stay Tuned
Will I have a classroom instructor?

• What type of training will be available?

Does everyone get the same amount of training?