Departments » Training

Before Training for PM

Documents:

Instructions:

COMPLETE Column 1 at least ONE MONTH in advance of Onsite Training,
and at least TWO WEEKS in advance of Online Training.

Trainer will complete Column 2 at least ONE WEEK in advance of training dates.

1) Project Manager will... 2) Then Trainer will...

!!! Dependency:

Approval Cycle and User Accounts must be completely built.
CMS users will be using their own accounts.

1 Schedule Training

Optional: Speak with Trainer to confirm.
Send Outlook invitation(s) for session(s).
If time is undetermined, leave time out.
If unconfirmed with client, label "Tentative"

 

*Note: For clients with more than 1 training day, please try to schedule Day 1 with Basic and Advanced sessions and encourage as many administrators ("Super Users") to attend those two sessions as possible. This way, Super Users can get earlier awareness and help support their team throughout subsequent training sessions.

 

2 Update Wrike task

  1. Update dates
    a. Onsite: incude travel days
    b. Online: add subtask for each session

  2. Paste this table into details of Wrike MAIN Training task:
Training Site URL(dev or staging): http://...
Contact Name:
 ...
Contact Email:
 ...
Contact Phone:
 ...
Onsite Training address:(Online training N/A)
 ...
Training Session Times and Titles: ... 
New or Upgrade?
 ...
User Name Convention:(i.e. first initial + last name) ...
Approval Cycle information:(How many steps; Why?)
 ...

WHAT CUSTOMIZATIONS ARE THERE?
(widget settings, buttons, thumbnails, templates, etc?)

 ...
What is the Training setting?(See optimization notes below) ...

Additional info for trainers?(Notable client history?)

 ...

 

At this point, PM can create Agenda documents and attach them to the Wrike ticket.

 

For April, PM can skip creating the BASIC Agenda document (optional), because April uses Basic Training Agenda Template

 

3 Speak with Trainer to confirm everything

!!! Dependencies:

  • Dates/Times confirmed with client

  • Wrike task DETAILS answers
    <-- see Step 2 Questionnaire:

  •  Advanced Agenda confirmed

 

 

  1. Set up Training Site
    • Training User Account
    • Images, Docs
    • Sample Page
    • News, Event
    • Advanced Components
  2. Call and email client

  3. Send intro email
    April's intro email template
    (cc: PM, Wrike task)
    attach: Basic Training Agenda Template and Reference Guide
    (pdf format)

  4. Send GTM invite
    (cc: PM, Wrike task)

IMPORTANT TRAINING SETTING OPTIMIZATION NOTES:

Did you tell client to set up their training room before the training date?

Tell them: It is best to have everyone participating in the training in to be in the same room watching one projector (this includes web based training).

Participants should each be sitting at a computer with access to the internet. All people who will attend a "Super User/Advance" training must attend a Basic training first.

There is only one TOLL FREE option for web based training: call in using your computer and not by phone.