Aims
The aims of the training engagement meeting are to:
- Agree on a training budget
- Agree on and document a training plan
- Decide which aspects of Readysell you want to your teamed trained in by the go live date
- List all of your team members on the shared priorities excel spreadsheet and identify which training topics apply to each team member
- Agree on a fixed day and time for a weekly training review meeting
- Agree on dates for remote training audit sessions. The audit will track how your staff are progressing with their training. To see if Readysell is required to get more involved or if self training needs to be increased
See Readysell Training Engagement Meeting Video:
Deliverables
By the end of the training project engagement meeting we will have:
- A training budget in terms of on site hours
- A list of topics from the training guide that you are going to use in your training
- Consider only the Readysell features will be used on the first few days after go live, normally sales, (service if applicable), purchasing and customer payments. We need to focus just on the basics for the first few days. Training needs to make those first few days as smooth as possible. Some topics will not be covered by training, as they are best addressed after the go live date.
- A training plan being a list of your users and which of the selected topics they have to be trained in recorded on the training audit tab of the shared excel priorities worksheet. The training plan will use a mix of selected Readysell training materials, remote phone to screen training and on site training. This will include decisions about:
- How much of the training guide you want to use
- Exporting your own 'cheat sheets' from the Readysell training materials
- If you are going to export "cheat sheets', we need to have made the required shared folder and started exporting the first few "cheat sheets"
- Agreed dates and times for all the weekly training review meetings
- Agreed dates for the training audit sessions
Attendees
- A senior support officer from Readysell
- A project leader from your business
Process
The material we need to cover is documented in: How To Run Your Readysell Training Program
Review
Are there any reasons why you are not now comfortable with starting your training program, be it using Readysell and/or your own internal training? If so we need to list any issues in the "Queries-Issues" tab of the shared priorities document and get them resolved ASAP.