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 a plan and approach for training curriculum, design, development, delivery, and evaluation.
View Best PracticesTask Activities
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Shared
Review customer organization training Scope of Services
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Shared
Review provider Migration and O&M training capabilities and associated costs
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Shared
Finalize training services for Phases 4 and 5 and define roles and responsibilities for development and delivery
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Provider
Develop initial Training Plan to include approach, audience, purpose, delivery methods, timeline, and evaluation
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Shared
Review and finalize Initial Training Plan
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Shared
Report updates in governance meetings and Status Reports/Dashboards
3.8 Best Practices
- Define the customer’s and provider’s training needs early on in the program life cycle
- Define the roles and responsibilities of training planning, material development, delivery, and evaluation. Identify training audiences, stakeholder groups, and number of expected end users who require training. Develop training schedule and process to collect feedback on training delivery from participants
Stakeholders
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
