SAP ASAP 1'3 Create Training Plans

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SAP ASAP1.3 Create Training Plans

• International Management Techniques
• Prof. Dr. Dr. h.c. mult. Peter J. A. Reusch
• University of Applied Sciences
• Fachhochschule Dortmund
• Nanke Becker

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Agenda

• Overview and introduction
• Create Project Team Training Plan
• Align End User Training and Documentation Strategy

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Overview and IntroductionAccelerated SAP Roadmap
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Overview and IntroductionMS Project Overview
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Overview and IntroductionMS Project Overview
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Overview and IntroductionMS Project Overview
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Overview and IntroductionEnd User Training and
Documentation Overview Table
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Overview and IntroductionResource Names
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Overview and IntroductionTraining and
Documentation Project Manager

• Key Attributes
• Knowledge of SAP
• Experience / knowledge in industry sectors
• Expertise in project start-up, including scope
  definition, staffing allocation, strategic
  direction, etc.
• Team consulting skills
• Detailed knowledge of all products and services
  offered / supported by outside vendors
• Key tasks
• Develop end-user training strategy and maintain
  plans
• Utilization planning
• Scope management
• Issue management
• Develop and enforce documentation standards

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Overview and IntroductionTraining and
Documentation Lead

• Key Attributes
• Expertise in the field of training and
  documentation usability
• Experience or ability in providing material
  prototypes
• Knowledge of progress tracking and other
  reporting mechanisms
• Expertise in appropriate content development
  tools, and development and delivery process
• Key Tasks
• Analyze and define training requirements for
  business process areas
• Manage training and documentation teams day to
  day tasks and activities
• Communicate with business process and technical
  teams in their area of responsibility

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Overview and IntroductionTraining Coordinator

• Key Attributes
• Training database expertise
• Understanding of ERP systems refresh/corrections
  and transport procedures (high level, not detail)
• Ability to work with multiple groups, i.e. site
  reps, business management, etc.
• Intimate knowledge of site and local personnel
  including vacations, shutdowns, shifts, etc.
• Key Tasks
• Site specific training schedules
• Track and administer training data
• Maintain training records

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Overview and IntroductionThe importance of
Change Management

• Without proper consideration for change
  management there is a risk of failing to achieve
  all project objectives
• SAP recognizes that change management is an
  integral part of an R/3 implementation and thus
  needs to be incorporated into ASAP

An R/3 change management must effectively address
three strategic issues in order to be successful
Minimize the implementation risks implicit in any
systematic change initiative
Accelerate the R/3 implementation process, and
Align SAP with the organization, ensuring that
the organization committing to SAP gains the
unique return on information that SAP delivers
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1.3 Create Training PlansTraining Project
Planning Phase

• Purpose
• Create a project team training plan
• Including business processes,
• SAP system functionality,
• and change management
• Work package
• Initial project planning for end user training
  and documentation
• Including aligning and analyzing the training and
  documentation strategy with the overall
  implementation strategy and Project Plan

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1.3.1 Create Project Team Training Plan

• Purpose
• Create a training plan for the project team
  involved in the SAP implementation
• Once initital training is completed, the project
  team has much better understanding of basic SAP
  functions, how configuration works, and how to
  maximize SAPs impact to meet your business
  requirements
• This initial training does not cover user
  training it will be addressed later in the
  implementation
• Key factors
• Background of each team member
• Specific area of business involvement
• Timing of their participation during the
  implementation

Training plan schedule, and initial class
registration for all participants, is completed
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1.3.1 Create Project Team Training Plan1.3.1.1
Review Suggestions from Pre-Implementation

• Purpose
• Use the information gathered during the sales
  cycle,
• or initial project planning,
• to help create the project team training plan
• and to assess training needs.
• Steps
• Gather information and suggestions from project
  pre-implementation activities

Company-related information regarding the SAP
implementation
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1.3.1 Create Project Team Training Plan1.3.1.2
Refine Training Course Plan

• Purpose
• Create a preliminary training plan and review it
  in accordance with the project team organization
  structure
• Resources should be assigned to the course
  locations and dates
• Training plan should include classes to be taken
  at SAP training centers, at customer locations,
  and other facilities
• Steps
• Determine application and technical courses
  required for the project
• Assign project team members to attend the courses
• Prepare the training course plan

Project team training plan
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1.3.1 Create Project Team Training Plan1.3.1.3
Register and Schedule Team Training

• Purpose
• Schedule and confirm registration of the project
  team members to their assigned courses
• Records should be maintained, documenting who has
  completed specific courses, and the training plan
  should be updated accordingly
• Steps
• 1. Register project team members either by
• - Online Service System (OSS)
• - SAP Web page
• - Toll free number listed in SAP training manual
• 2. Obtain class confirmation from SAP
• 3. Communicate the dates, times, and locations to
  the team participants

Project team training plan
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1.3.1 Create Project Team Training Plan1.3.1.4
Organizational Change Management Training and
Team Building

• Purpose
• Provide the Project Team with the essential
  concepts underpinning organizational change
  management organizational risk management,
  implementation acceleration, and organizational
  optimization
• Team building exercises may be included as part
  of organizational change management training
• Steps
• Perform needs assessment
• Select training resources
• Finalize content, approach, audience, and schedule

A high performing work team
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1.3.2 Align End User Training and Documentation
Strategy

• Purpose
• Align the end user training and documentation
  strategy with the overall implementation strategy

Tasks involved in this activity
Complete when all members of the project are in
agreement with the tasks and plans involved in
developing and delivering the end user training
and documentation project.
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1.3.2 Align End User TD Strategy1.3.2.1 Review
Implementation Project Strategy

• Purpose
• Set expectations among key stakeholders for the
  scope of the overall implementation project
• Begin to assess resource and schedule
  requirements to insure an end user training and
  documentation solution
• Key roles and responsibilities required to
  implement a successful strategy are defined
• Steps
• Identify key stakeholders and training teams
  relationship to other teams on the implementation
  project
• Review End User Training and Documentation
  Methodology with the Implementation Assistant
• Review company implementation strategy
• Compile information and determine how training is
  currently conducted
• Identify key metrics to measure the success of
  the end user training and documentation project
• Identify resource requirements and initial
  project budget

Initital overall scope and resource requirements
of the end user training and documentation
project are identified
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1.3.2 Align End User TD Strategy1.3.2.2 Draft
End User Training and Documentation Needs
Assessment

• Purpose
• Gather information that will be used to define
  the End User Training and Documentation Plan
• The needs assessment includes questions about the
  business impact and processes, project timeline,
  objectives, information technology
  infrastructure, end user audience, etc.
• Steps
• Review and modify the End User Training and
  Documentation Needs Assessment
• Identify appropriate resources to answer the
  assessment
• Conduct interviews
• Compile information gathered from the End User
  Training and Documentation Needs Assessment ?
  Compile the End User TD Plan

This task is complete when a draft needs
assessment is prepared, reviewed, and validated
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1.3.2 Align End User TD Strategy1.3.2.3 Draft
End User Training and Documentation Project Plan

• Purpose
• Create an initial end user training and
  documentation project plan that identifies the
  tasks, milestones, and resources for Phases 1
  through 5
• This comprehensive project plan helps to ensure
  project quality, schedule, and budget
  requirements are achieved
• Steps
• Identify key tasks, milestones, and resources
• Update the End User Training and Documentation
  Project Plan with the details for Phases 1 and 2
• Compare the End User Training and Documentation
  Project Plan and the implementation project plan
  with the project manager
• Update the End User Training and Documentation
  Project Plan as needed

This task is complete when a detailed End User
Training and Documentation Project Plan for
Phases 1 and 2, and a draft of the Project Plan
for Phases 3, 4, and 5 exists
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1.3.2 Align End User TD Strategy1.3.2.4 Develop
End User Training and Documentation
Recommendations

• Purpose
• Develop the end user training and documentation
  recommendations based on the information
  collected in the End User Training and
  Documentation Needs Assessment
• Steps
• Review and organize information gathered during
  the End User Training and Documentation Needs
  Assessment
• Document initial scope, goals, and objectives of
  the end user training and documentation project
• Document end user training and documentation
  solution options
• Document cost and resource estimates to conduct
  further analysis
• Forward end user training and documentation
  recommendations to relevant personnel for
  discussion during the alignment meeting

This task is complete when end user training and
documentation recommendations are developed and
forwarded to relevant personnel
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1.3.2 Align End User TD Strategy1.3.2.5 Prepare
and Conduct End User Training and Documentation
Project Alignment Meeting

• Purpose
• Present the end user training and documentation
  plan to key stakeholders to set expectations, and
  to obtain agreement
• This meeting is intended to reach consensus on
  the overall end user training and documentation
  project and to ensure that the plan meets the
  projects goals and objectives
• Steps
• Draft alignment meeting agenda
• Develop a presentation based on the End User
  Training and Documentation Plan
• Conduct alignment meeting

This task is complete when agreement has been
reached on the End User Training and
Documentation Plan and all feedback has been
incorporated
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• Thank you very much for your attention!