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

2. 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

3. Getting Started – High Level Communication plan Write performance objectives Specify instructional strategies Design the instructional materials Evaluate the instruction/training

4. Documentum Considerations Rolling-out customized application Define specific training objectives User acceptance required for success Effective training reduces resistance to change

5. Training Considerations Needs assessment Target audience Scope of training Learning objectives Content Instructional design methodology TDR can be started!

6. Other Considerations Pre and post assessment Pre-assignment What percentage of the training will be interactive? Pilot test

7. Identify Target Audience Typical audience Training targets “end users” Goal to make “end users” comfortable

8. Identify Scope of Training Features / Functionality being released Roles defined in system Training tailored for specific roles Share enough information to add value

9. 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

10. Identify Content Understand the audience Assess technical expertise Determine any prerequisite training Determine extent of hands-on

11. 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

12. 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

13. 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

14. Something to Consider… Training Budget Timing Duration Location Technical Support Training Administration Sign-up Training Material

15. Training Environment Setup Identify training room Setup training machines Setup training database Ensure “refresh” routine Install applications needed

16. Training Material Format of training material – books, binders Version control process Reproduction needs Quick reference guides, job aids Assessment and evaluation

17. Reference Cards

19. 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

20. Thank you & Good Luck ! Teja Priolkar & Leslie Ciborowski