How It Works

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This phase will require the cooperation of company stakeholders. We will collect company information such as sales collateral, employee handbooks, ect. from subject matter experts (SMEs). We will also identify company technology resources (Microsoft 365, intranet, website, LMS...) that the new employee will need to utilize. An analysis of the training needs will begin and an outline of the training or intervention plan will be designed.

This phase involves creating a detailed project charter and customized training or other intervention plan based on analysis and collaboration conducted in phase one. The project charter and plan will be presented in the first client meeting (M1) for collaboration and approval. Estimated Time: TBD Following M1 and upon receipt monetary disbursement for Phase 2, the designers will begin executing the training plan.

Phase 3 includes the design and development of the plan and any supplemental materials identified in Phase 2. Once the training modules or other intervention(s) are ready, the prototype will be presented for review. Revisions will be made based on client feedback and review of the materials. Stakeholders will be appointed to test the revised prototype and provide feedback for Phase 4.

Appointed stakeholders will test the prototype and provide feedback to the designers. The designers will make any agreed upon revisions. After the feedback cycle and client approval, the project will be integrated into the onboarding workflow. Upon completion of this phase, the training plan will be fully launched and ready for new employee onboarding. After a pre-determined period of time, a survey will be sent out to evaluate the effectiveness of the training and identify any areas for improve