M3 Playbook > Phase 3: Engagement > 3.8 Develop Training Plan
3.7 Execute Change Management Plan
3.9 Finalize Requirements
3.8 : Develop Training Plan
Workforce, Organization, and Stakeholders
Objective
Develop an approach for training curriculum, delivery, and evaluation.
View Lessons LearnedRecommended Best Practices
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Shared
Review customer organization training Scope of Services
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Shared
Review provider implementation and O&M training capabilities and associated costs
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Shared
Finalize training for Phases 4 and 5; define roles / responsibilities for development & delivery
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Provider
Draft Training Plan to include approach/audience/purpose/delivery method/timeline/evaluation
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Shared
Review and finalize Initial Training Plan
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Shared
Report updates in leadership and governance meetings thru Status Reports/Dashboards
3.8 Lessons Learned
- Identify customer agency and provider training needs early in the program
- Define roles for planning, developing, delivering, and evaluating training
- Identify audiences and number of end users who need training; create a training schedule with feedback collection
Stakeholders
Recommended stakeholders, inputs, & outputs may vary by implementation; however, agencies that contributed to this Playbook reported these factors as increasing the likelihood of success.Customer
- Executive Sponsor
- Program Manager
- Change Management Lead
- Training Lead
- Communications Lead
- Functional Lead
Provider
- Executive Sponsor
- Program Manager
- Change Management Lead
- Training Lead
- Communications Lead
- Functional Lead
Inputs
- Business Needs Workbook
- Scope of Services
- Stakeholder Analysis
- Workforce Assessment
