Position Title: HR Training Specialist

Appendix C: Sample Training Sales Presentation C-1

Appendix C: Sample Training Sales Presentation

This appendix presents a sample presentation for selling a training program. As mentioned in Chapter 1, the keys are to stress the benefits of spending the time and resources (both financial and human) to create a cohesive, effective program. If this doesn’t work the first time, there’s always Chapter 14, where you learn how to fix things that should have been done the first time, when the software was being selected and installed. These slides are also available for use and modification on the CD included with this book.

Trepper Widgets Training Training Program Plan Overview Program Plan - Agenda • Project overview • Widget Control System (WCS) • Why must we do this? • Knowledge Information System (KIS) • Project phases and deliverables • 2 HUGE paradigm shifts for TWI • Project staff plan • Training will integrate both products • Project timeline and budget • Training will provide hands-on experience • How will we know we succeeded? • Follows a standard, proven methodology • Benefits • Adds real value and cuts costs

5/23/99 WCS/KIS Training Program 1 5/23/99 WCS/KIS Training Program 2

Training Program Plan Project Training Program Plan - Why Phases and Deliverables Phase Deliverable Responsibility • WCS and KIS are too big to learn OJT Analysis Needs analysis, surveys, workflows, Training, Systems software use cases Development • Good training can increase productivity Detail Project Plan Design and delivery plan based on Training, Senior needs, budget, timeline Management • Without a training program, there is a risk Design Training materials, scope and Training, Systems sequence documents, measurements Development of incorrect use causing bad data Determine Training RFI/P, vendor selection, if internal - Training, Senior Source project plan for remaining phases Management • Incrementally, training is small $$$$ Implementation Training classes, hardware/software Training, Systems installations, ongoing support process Development • An integrated program is more valuable Evaluation Summative and formative evaluation, Training, Systems effectiveness measurements, Development, long-term than lots of disjoint pieces productivity/P&L impact statement Users, Sr. Mgmt.

Copyright McGraw-Hill 2000. Original purchasers of this book are permitted to photocopy or customize this page by downloading it from “www.books.mcgrawhill.com/training/download”. This document can then be opened, edited, and printed using Microsoft Word or other word processing software. C-2 Training For Software Rollouts

Training Program Plan Project Training Program Plan Project Staff Plan Timeline and Budget Title Responsibilities Deliverables Training team leader Sell, manage, and coordinate the Project plan, executive summary, Phase Staff Costs Material Costs Elapsed Time training program status reports, presentations Training developer Perform needs analysis, design Training materials, evaluation plan Analysis $75,000 $10,000 4-6 Weeks training program, work with technical and materials, feedback forms writers to produce materials Detail Project Plan $10,000 $25,000 1 Week HR training specialist Monitor the training program for Regulatory compliance statements, Design $350,000 $150,000 6-8 Weeks regulatory compliance, participate in HR follow-up plans, employee training and evaluation designs development impact statements Set Training Source $10,000 $10,000 3-5 Weeks Trainer Deliver the training effectively Usability and participant feedback on training materials Implementation $200,000/class set $150,000 Ongoing Technical writer Create and maintain training Training manuals, documentation Evaluation $10,000 $10,000 Ongoing documentation and other materials updates, project document library

Training Program Plan Training Program Plan - Benefits Measuring Success • Formative evaluations help provide • More productive staff continuous improvement guidance • Fewer mistakes in processing • Summative evaluations indicate learning • Lower costs • Expert content evaluations can ensure that • Shorter learning curve for new employees the right knowledge is transferred • Employees learn new skills • Productivity/cost measurements • More effective, efficient use of software • P&L impact studies • Better use of I/T improves competitiveness

Copyright McGraw-Hill 2000. Original purchasers of this book are permitted to photocopy or customize this page by downloading it from “www.books.mcgrawhill.com/training/download”. This document can then be opened, edited, and printed using Microsoft Word or other word processing software. Appendix C: Sample Training Sales Presentation C-3

Training Program Plan - Issues Training Program Plan - Issues

• Organizational involvement • Ownership – Users will help determine their needs by – Content will be jointly owned by users, completing surveys developers, and training staff – Training staff will develop approach and – Content will be maintained by training format for materials – Format will be maintained by training – Systems development staff will help – Communication will involve all parties, create and approve content with public management commitment

Training Program Plan - Training Program Plan - Issues Conclusion • Complexity • We need 6-8 training people to do this right – Multiple tracks will be developed to • We need access to others on a timely basis provide more targeted, effective training • We must work with other areas to succeed – Overviews of each track will available to • We need management backing aid in course selection by participants • We must get started soon! – Some content will purchased for speed – Training staff must increase to operate this curriculum effectively 5/23/99 WCS/KIS Training Program 11 5/23/99 WCS/KIS Training Program 12

Copyright McGraw-Hill 2000. Original purchasers of this book are permitted to photocopy or customize this page by downloading it from “www.books.mcgrawhill.com/training/download”. This document can then be opened, edited, and printed using Microsoft Word or other word processing software.