Developing Customized Documentum Training TrainSmart, Inc. Linking People, Process, and Technology Together March 23 rd,, 2006.

Developing Customized Developing Customized Documentum TrainingDocumentum Training

TrainSmart, Inc.TrainSmart, Inc.Linking People, Process, and Technology Together

March 23rd,, 2006

Today’s Goals

• Where do I start?• What are the key considerations?• What is a Training Design Report?• Who are your resources?• Training Environment• Training Materials• Questions

Getting Started – High Level

• Communication plan• Write performance objectives• Specify instructional strategies• Design the instructional materials• Evaluate the instruction/training

Documentum Considerations

• Rolling-out customized application• Define specific training objectives• User acceptance required for success• Effective training reduces resistance to

change

Other Considerations

• Pre and post assessment• Pre-assignment• What percentage of the training will be

interactive?• Pilot test

Identify Target Audience

• Typical audience• Training targets “end users”• Goal to make “end users” comfortable

Identify Scope of Training

• Features / Functionality being released• Roles defined in system• Training tailored for specific roles• Share enough information to add value

Define Learning Objectives

• Define objectives for every role• Skills and expertise varies• Consumer – view, search• Reviewer – view, search, review• Author – view, search, create, edit• Moderator – view, search, approve• Admin – manage users, documents

Identify Content

• Understand the audience• Assess technical expertise• Determine any prerequisite training• Determine extent of hands-on

Instructional Design Methodology

• Influenced by complexity of software and skill set of users

• Options available– Hands-on with labs and exercises– Instructor-led demonstration only– E-learning– Lecture only

Training Design Report

• Create a Training Design Report– Scheduled time: 9:00 – 10:00 a.m.– Module: Introduction– Topic: What is Documentum?– Description: Why the company selected it

and how it impacts you?– Activity – workbook activity– Time allocated for this topic and activity

Training Development Resources

• Identify internal / external resources• Resource to design / develop training• Resource to design training

environment setup• Resource to setup training

environment• Resource to train

Something to Consider…

• Training Budget• Timing• Duration• Location• Technical Support• Training Administration• Sign-up• Training Material

Training Environment Setup

• Identify training room• Setup training machines• Setup training database• Ensure “refresh” routine• Install applications needed

Training Material

• Format of training material – books, binders

• Version control process• Reproduction needs• Quick reference guides, job aids• Assessment and evaluation

Reference Cards

Reference Cards

We can assist you with:

• Design/documenting processes• Design/implementation of processes• Design and development training• Design training environment• Training users

• Contact us at 847.991.8181

Thank youThank you& &

Good LuckGood Luck!!

Teja Priolkar &Teja Priolkar &Leslie CiborowskiLeslie Ciborowski