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