Here’s another template I’ve found to be useful in the Leadership Development vendor selection process.

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Don Evaluation Tools, Needs Analysis, Templates

Statement of Work / Scope Template: This Statement of Work / Scope Template has been particularly helpful – as it describes the project, resources needed, scope etc. in advance of starting the work. Sounds crazy, I know, but I’ve found it’s much easier to take work in than it is to close work out – and that’s usually due to scope creep. This template helps accurately state what work needs to be completed, by whom, by when, etc., and does so in a concise manner. It’s also helpful if you need to share project details with other functions – such as OD, Process Improvement, and Communications.

If you like this form, try using the Training Program Project Plan and Client Sign-Off Template.

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Don Best Practices, Design Tools, Development Tools, Needs Analysis, Templates

Risk Analysis Template: In my experience, one of the most frequently overlooked steps in creating a training program, particularly those that are in support of an “implementation” (technical, soft skills, etc.), is a thorough risk analysis. This step also happens to be one of the most critical – and of particular interest to project and executive sponsors. Typical risks that we have all faced include:

• Scope creep (others’ and our own);
• Production delays;
• Limited access to subject matter experts (SMEs); and,
• Technical problems – such as a network or LMS issue.

Other, frequently overlooked, risks include:

• Holidays and other situations that would either prevent participants from attending – or otherwise compete for “brain space” (working for a hospital, a major risk my team faces is high census – the equivalent of the holiday rush for retailers);
• Issues related to Change Management – that is – those things that may cause participants to be reluctant to attend – or be open to the training; and,
• Unexpected vendor delays (how many of us have had vendors fail to deliver in time for a class – yeah – no bitterness there).

So what this template seeks to do is help you identify the various sources of risk, think through the impact and likelihood of them happening, list steps you are taking to mitigate those risks, and last, identify what you will do if, despite your attempts to eliminate/mitigate the risk, it still occurs.

Examples:

Taking the time to complete a risk analysis will save a lot of headaches for you and your team, and demonstrate to your project and executive sponsors that you’re thinking beyond just conducting the training – your looking for ways to ensure the desired results.

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Don Best Practices, Development Tools, Needs Analysis, Templates

Here is another great free resource. VARK (www.vark-learn.com) is a questionnaire that provides users with a profile of their learning preferences: visual, aural, read-write and kinesthetic. These preferences are about the ways that they want to take-in and give-out information.

Don Design Tools, Free Stuff, Helpful Websites, Needs Analysis

Eeeeek!!! It’s budget season!!! Looking for a quick and easy resource for estimating the amount of time it takes to develop a learning program? ASTD’s Learning Circuits has this great article by Karl Kapp which describes the estimation process. While focused on e-learning, information on traditional ILT is included. Read more…

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