Change Management
Education and Training Tools (Samples)
Printable version of Education and Training tools list.
Use your browser's back button to return to the previous page.| Ref # | Tool | Description |
| 1 |  Computer Based Training (CBT) Key Factors |
CBT Matrix: A simplified list of factors to consider when deciding whether to use computer based training as a delivery method. Factors include general requirements, audience needs, and technical and change readiness capabilities. |
| 2 | Course Development Tracking Sheet |
This spreadsheet is a sample from one of the Navy ERP projects. It captures the courses being developed and assists in managing and reporting the progress of the curriculum as they are being developed. This spreadsheet may be used as a template, as the concepts and approach to managing the development is generic for COTS projects. |
| 3 | Education and Training Course Listings |
This document reflects a complete listing of the courses used by modernization programs. There are two views: one which summarizes the types of courses and each program's offerings and the other which maps each program's courses to functional/process areas. |
| 4 |  End User Change Discussion Guide 1 (Sample - DLA) |
Sample from a DLA ERP project that can be used as an introductory and instructional tool with the end user. The end user then has a reference for follow-up and questions. This document is specific to a particular role, but parts can be used for general introduction. |
| 5 | End User Change Discussion Guide 2 (Sample - DLA) |
Sample from a DLA ERP project that can be used as an introductory and instructional tool with the end user. The end user then has a reference for follow-up and questions. This document is specific to a particular role, but parts can be used for general introduction. |
| 6 | End User Course Evaluation |
This evaluation form is a "best of breed" combining several forms used by various modernization programs. This form should be used as a template and modified for specific programs. |
| 7 | End User Course Evaluation Criteria |
This document captures the criteria for the various training scenarios and evaluation. This document is used to assist in determining what criteria should be included in a course evaluation. |
| 8 |  End User Job Aid 1 (Sample - DLA) |
This reference is a sample from one of the Navy ERP projects. While this reference is specific to SAP, the concepts and type of content included should be considered and a similar aide used for all COTS end user training. |
| 9 | End User Job Aid 2 (Sample - NAVSUP) |
Sample checklist: An example of a job aid developed by a Navy program which shows the steps necessary to complete a transaction. It is suitable for users who have some experience with the systems. It does not show screen shots for each transaction/selection. |
| 10 | End User Progress and Attendance Tracking |
This spreadsheet is a sample from one of the Navy ERP projects. It is used to track progress and attendance of end user training. While the contents are project specific the measurements defined and tracked are all generic to COTS implementations. |
| 11 | End User Role Mapping (Sample) |
This spreadsheet is a sample from one of the Navy ERP projects. It logs all individuals impacted by the new solution, captures applicable information about each as well as roles and required training. The contents can be easily modified for other COTS projects. |
| 12 | End User Training Checklist for Initial Planning |
A simple checklist of the key task areas that need to be carefully planned and executed. It should be used early in the lifecycle as a guide for areas to address for justifying projects and selecting solutions. |
| 13 | End User Training and Knowledge Transfer Plan (Sample - NAVAIR) |
This document is a sample of a plan that was written and used by one of the Navy ERP projects. While the contents are project specific, the concepts and areas addressed and the processes defined are generic to COTS implementations. |
| 14 | End User Training Room Checklist (Sample - NAVAIR) |
This spreadsheet is a sample used by one of the programs in planning and preparing for their classroom set-up. It identifies the key areas that need to be planned for and monitored to assure the classroom requirements are defined and met. |
| 15 | End User Training Security Check (Sample - NAVAIR) |
This spreadsheet is a sample from one of the Navy ERP projects. It is used to gather the appropriate and necessary information required for security from end user training class attendees. While the security requirements will vary based on location, service and agency, this sample may be used as an initial template to capture requirements for course attendees. |
| 16 | End User Training Task Guide (Sample - NAVSUP) |
Example of a task guide: An example developed by a Navy program which shows each step necessary to complete a transaction, including screen shots. It would be suitable for users who are not familiar with the new system and need to see the proper selections. |
| 17 | Post Go-Live User Survey |
Post Go-Live Survey: A survey developed by a Navy program for use after implementation of a new system. It can be used to determine the effectiveness of training, additional training needs, and preferred delivery methods for information. |
| 18 | Project Team Training Lessons Learned (Navy/SAP) |
End User Education and Training - Lessons Learned: A short summary of lessons learned and best practices developed by DoD modernization programs from their practical implementation experiences. |
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