After Training for PM

  • Read Post Training Notes in Wrike task
  • Follow-up discussion with Trainer
  • DELETE TRAINING CONTENT FROM CMS SITE 
  • Read email with Evaluation results

Documents: 

1) Trainer will... 2) Then PM will...
  1. Add Post Training Notes in Wrike task,
    incl. Training times; # of attendees; etc.

  2. Change Wrike task status to Completed

  3. Upload recording(s) to Box and Z:

  4. Optional: Discuss any concerns with PM

  5. Send client follow-up email
    (April's follow-up email template)
  6. Forward evaluation results to PM
    fo-yo-info. (cc: PM; Wrike task)
 
  • Read "Post Training Notes"
    attached to Wrike task

  • Optional: Meet with Trainer
    to discuss any points

  • Optional: Read email with evaluation results.

  • Delete Training content from CMS site