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Super User Webinar Three

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Special Guest Charlotte Johnson, Sr. Vice Provost for Administration ... Senior Vice Provost for Administration. Columnar Pad. Electric Calculator. Electric ... – PowerPoint PPT presentation

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Learn more at: http://compass.emory.edu
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Title: Super User Webinar Three


1
Super User Webinar Three Reinforcing Learning
Presented by Project Compass Organizational
Change Management Team 08/5/2009
2
Helping Users Prepare for Training
  • Webinar Objectives
  • Prepare Super Users to Meet Their August
    Objective to Reinforce Learning
  • Provide Super Users with Special Tools and
    Support for Reinforcement

3
Agenda
  • Welcome Teresa Hauck
  • Special Guest Charlotte Johnson, Sr. Vice
    Provost for Administration
  • Review of Progress to Date
  • Suggested August Activities
  • Tools and New Information
  • Whats Next
  • Questions?
  • Presenters Teresa Hauck and Zee Mehar

4
Guest Speaker
Charlotte Johnson Senior Vice Provost for
Administration
Floppy Disk
Columnar Pad
Electric Calculator
Electric Typewriter
5
Agenda
  • Welcome Teresa Hauck
  • Special Guest Charlotte Johnson, Sr. Vice
    Provost for Administration
  • Review of Progress to Date
  • Suggested August Activities
  • Tools and New Information
  • Whats Next
  • Questions?
  • Presenters Teresa Hauck and Zee Mehar

6
Super User Objectives
Well achieve this objective in four step-wise
phases.
7
Enabling Change - The Super Users Role
8
Enabling Change - The Super Users Role
July
August
June
September
June
9
July Help Users Plan Their Training
July
July
10
July Help Users Plan Their Training
  • Do you have any questions, concerns or additional
    needs related to your July Help Users Plan
    Their Training activities?

11
Agenda
  • Welcome Teresa Hauck
  • Special Guest Charlotte Johnson, Sr. Vice
    Provost for Administration
  • Review of Progress to Date
  • Suggested August Activities
  • Tools and New Information
  • Whats Next
  • Questions?
  • Presenters Teresa Hauck and Zee Mehar

12
Enabling Change - The Super Users Role
July
August
September
June
13
Suggested Activities - August
Objective Suggested Activities Approx Time to Complete
Reinforce Support Channels Have you made yourself known to the users in your area? Help users connect to helpful resources i.e. Bulletin Survival Tips, PC website Success Stories from Super Users Upcoming Webinars and Opens Houses for everyone (As needed) (Check dates)
Reinforce Support Channels Understanding Chartfields and SmartKeys FAQs for each module (collected from webinars, listserv emails, and your input) Distance Learning Registration Steps 10-15 minutes
Reinforce Support Channels Coming soon PeopleSoft Toolbox Coming soon Training feedback readiness feedback (As needed)
Help Users Integrate PeopleSoft into their daily work process Vignettes After the Webinars / Open Houses, check for impacts to Forms / Shadow Systems Policies / Procedures 5-10 minutes (As needed)
Continue business issue identification and resolution Discuss with your leadership any questions you have that related to the impact of Project Compass on policies, procedure roles, etc. (As needed)
14
Suggested Activities - August
Objective Suggested Activities Approx Time to Complete
Reinforce Support Channels Have you made yourself known to the users in your area? Help users connect to helpful resources Project Compass Bulletin Survival Tips PC website Success Stories from Super Users Upcoming Webinars and Opens Houses for everyone (As needed) (Check dates)
Reinforce Support Channels Understanding Chartfields and SmartKeys FAQs for each module (collected from, webinars, list serve emails, and your input) Distance Learning Registration Steps 10-15 minutes
Reinforce Support Channels Coming soon PeopleSoft Toolbox Coming soon Training feedback readiness feedback (As needed)
Help Users Integrate PeopleSoft into their daily work process Vignettes After the Webinars / Open Houses, check for impacts to Forms / Shadow Systems Policies / Procedures 5-10 minutes (As needed)
Continue business issue identification and resolution Discuss with your leadership any questions you have that related to the impact of Project Compass on policies, procedures, roles, etc. (As needed)
15
Project Compass Bulletin Survival Tips
16
Project Compass Website
17
Super User Success Stories
18
Talk to the Expert Webinars and Open Houses
Super User Webinar / Open House Schedule for (All Users) Super User Webinar / Open House Schedule for (All Users) Super User Webinar / Open House Schedule for (All Users) Super User Webinar / Open House Schedule for (All Users) Super User Webinar / Open House Schedule for (All Users)
Module Course SME Super User Webinar Talk With The Experts (All ees Webinar Open House)
Accounts Payable / Travel Expense Reports Payment Requests / Expense reports Amy DeMore / Jennifer Hulsey 7/30 1-2pm Webinars 8/11, 8/18 (1-2 pm) Open House 8/13, (1-3pm) 1599 Clifton Rd. (lab 1.380) 8/20, (2-4pm) 1599 Clifton Rd. (Rm. 1D)
Reporting Intro/Query/nVision Steve Hall / Tony DiPaola 8/19 930-1030am Webinars 8/25 (930-1030am) Combined Open House for Reporting G/L 8/26 (930-1100am)
Grants EPEX Camilah Hicks N/A Already scheduled in ESS as Learning Labs
G/L G/L Basics (online journals, inquiry, approvals, etc.) David Giles / Larry Cain 8/14 11-1200pm Webinar 8/24 (2-300pm) Combined Open House for Reporting G/L 8/26 (930-1100am)
The Grants Open Houses will present all
related course material, and are positioned as an
alternative to the distance learning course
19
Suggested Activities - August
Objective Suggested Activities Approx Time to Complete
Reinforce Support Channels Make yourself known to your community Help users connect to helpful resources Project Compass Bulletin Survival Tips PC website Success Stories from Super Users Upcoming Webinars and Opens Houses for everyone (As needed) (Check dates)
Reinforce Support Channels Understanding Chartfields and SmartKeys FAQs for each module (collected from, webinars, list serve emails, and your input) Distance Learning Registration Steps 10-15 minutes
Reinforce Support Channels Coming soon PeopleSoft Toolbox Coming soon Training feedback readiness feedback (As needed)
Help Users Integrate PeopleSoft into their daily work process Vignettes After the Webinars / Open Houses, check for impacts to Forms / Shadow Systems Policies / Procedures 5-10 minutes (As needed)
Continue business issue identification and resolution Discuss with your leadership any questions you have that related to the impact of Project Compass on policies, procedures, roles, etc. (As needed)
20
Understanding ChartFields SmartKeys
21
FAQs for Each Module
22
Distance Learning Registration Steps
23
Suggested Activities - August
Objective Suggested Activities Approx Time to Complete
Reinforce Support Channels Make yourself known to your community Help users connect to helpful resources Project Compass Bulletin Survival Tips PC website Success Stories from Super Users Upcoming Webinars and Opens Houses for everyone (As needed) (Check dates)
Reinforce Support Channels Understanding Chartfields and SmartKeys FAQs for each module (collected from, webinars, list serve emails, and your input) Distance Learning Registration Steps 10-15 minutes
Reinforce Support Channels Coming soon PeopleSoft Toolbox Coming soon Training feedback readiness feedback (As needed)
Help Users Integrate PeopleSoft into their daily work process Vignettes After the Webinars / Open Houses, check for impacts to Forms / Shadow Systems Policies / Procedures 5-10 minutes (As needed)
Continue business issue identification and resolution Discuss with your leadership any questions you have that related to the impact of Project Compass on policies, procedures, roles, etc. (As needed)
24
PeopleSoft Toolbox
  • The toolbox is a collection of information and
    resources providing help and support to
    PeopleSoft Financials users. The toolkit will be
    available upon go-live.
  • Provides a one-stop shop for all support
    information
  • Allows employees to find answers to commonly
    asked questions
  • Provides several types of help materials,
    including job aids, desktop reference guides and
    training materials

25
How Are We Doing?
26
Suggested Activities - August
Objective Suggested Activities Approx Time to Complete
Reinforce Support Channels Make yourself known to your community Help users connect to helpful resources Project Compass Bulletin Survival Tips PC website Success Stories from Super Users Upcoming Webinars and Opens Houses for everyone (As needed) (Check dates)
Reinforce Support Channels Understanding Chartfields and SmartKeys FAQs for each module (collected from, webinars, list serve emails, and your input) Distance Learning Registration Steps 10-15 minutes
Reinforce Support Channels Coming soon PeopleSoft Toolbox Coming training feedback readiness feedback (As needed)
Help Users Integrate PeopleSoft into their daily work process Vignettes After the Webinars / Open Houses, check for impacts to Forms / Shadow Systems Policies / Procedures 5-10 minutes (As needed)
Continue business issue identification and resolution Discuss with your leadership any questions you have that related to the impact of Project Compass on policies, procedures, roles, etc. (As needed)
27
Vignettes of your Peers
28
Suggested Activities - August
Objective Suggested Activities Approx Time to Complete
Reinforce Support Channels Make yourself known to your community Help users connect to helpful resources Project Compass Bulletin Survival Tips PC website Success Stories from Super Users Upcoming Webinars and Opens Houses for everyone (As needed) (Check dates)
Reinforce Support Channels Understanding Chartfields and SmartKeys FAQs for each module (collected from, webinars, list serve emails, and your input) Distance Learning Registration Steps 10-15 minutes
Reinforce Support Channels Coming soon PeopleSoft Toolbox Coming training feedback readiness feedback (new slide) (As needed)
Help Users Integrate PeopleSoft into their daily work process Vignettes After the Webinars / Open Houses, check for impacts to Forms / Shadow Systems Policies / Procedures 5-10 minutes (As needed)
Continue business issue identification and resolution Discuss with your leadership any questions you have that related to the impact of Project Compass on policies, procedures, roles, etc. (As needed)
29
Great Questions to ask after Time Travel
Expenses
  • Some Super Users may additionally want to conduct
    a local workshop for smaller groups of employees
    within their area.
  • Ad Hoc
  • Local
  • How do you go about planning one?

30
Suggested Activities - August
Objective Suggested Activities Approx Time to Complete
Reinforce Support Channels Make yourself known to your community Help users connect to helpful resources Project Compass Bulletin Survival Tips PC website Success Stories from Super Users Upcoming Webinars and Opens Houses for everyone (As needed) (Check dates)
Reinforce Support Channels Understanding Chartfields and SmartKeys FAQs for each module (collected from, webinars, list serve emails, and your input) Distance Learning Registration Steps 10-15minutes
Reinforce Support Channels Coming soon PeopleSoft Toolbox Coming training feedback readiness feedback (new slide) (As needed)
Help Users Integrate PeopleSoft into their daily work process Vignettes After the Webinars / Open Houses, check for impacts to Forms / Shadow Systems Policies / Procedures 5- 10 minutes (As needed)
Continue business issue identification and resolution Discuss with your leadership any questions you have that related to the impact of Project Compass on policies, procedures, roles, etc. (As needed)
31
Agenda
  • Welcome Teresa Hauck
  • Special Guest Charlotte Johnson, Sr. Vice
    Provost for Administration
  • Review of Progress to Date
  • Suggested August Activities
  • Tools and New Information
  • Whats Next
  • Questions?
  • Presenters Teresa Hauck and Zee Mehar

32
Enabling Change - The Super Users Role
July
August
September
June
33
Summary - Super User Timeline
June July August September
Prepare Yourself Help Users Plan Their Training Reinforce Learning Provide Transition Support
Understand the impact of PeopleSoft Financials on your business processes Taking advantage of Training Class sneak previews Reinforce support channels Help users integrate PeopleSoft into their daily work processes
Familiarize yourself with planned Project Compass Training offerings Supporting users initiating their own learning Resolve business issues and concerns Communicate issues to the Project Team for resolution
Support staff as they complete training prerequisites and begin to devise their personal learning paths Planning for a Super User Webinar / Work Shop Help users integrate PeopleSoft into their daily work processes
Continue business issue identification and resolution
Next Webinar! Friday, August 27th 930-1030am
34
Reminder How to Stay Connected!
  • E-mail the Project Compass Change Management
    Team!
  • compass_at_emory.edu
  • Project Compass Website
  • http//www.compass.emory.edu
  • Super User Web Page
  • Key Communications
  • Project Compass Management Bulletins (weekly)
  • Super User Webinars (monthly)

35
Agenda
  • Welcome Teresa Hauck
  • Special Guest Charlotte Johnson, Sr. Vice
    Provost for Administration
  • Review of Progress to Date
  • Suggested August Activities
  • Tools and New Information
  • Whats Next
  • Questions?
  • Presenters Teresa Hauck and Zee Mehar

36
  • Questions?

37
Agenda
  • Welcome Teresa Hauck
  • Special Guest Charlotte Johnson, Sr. Vice
    Provost for Administration
  • Review of Progress to Date
  • Suggested August Activities
  • Tools and New Information
  • Whats Next
  • Questions?
  • Presenters Teresa Hauck and Zee Mehar

38
Thank you!
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