Readysell Training Engagement Meeting

Owned by Sharon Harden (Unlicensed)
Last updated: Jun 09, 2020
3 min read

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

Ideally you should follow all the training recommendations in this document, but the key point is, if you can only do part of what we recommend, you still win:

  • you are way better of to do as much of the recommended training procedures as you can
  • If you can plan and run 10% of the internal training and other training that you should, you will have a lot easier install than if you did not training planning at all!
  • Every bit of the training process below that you implement will save you money in term of reduced training time or improve your implementation experience

  • Don't stop if you find you can't manage to follow all the recommendations, anything you can do will leave you better off

    You may get some included training and implementation assistance hours. Those hours can be used on training or on implementation assistance. Such as our support team assisting you by explaining the various checklists with you and helping you review data. John Nairn's time reviewing checklists and data does not count towards the included training and implementation assistance hours, but training, checklists and data review by any of our other team members will count as training and implementation assistance hours.

Please view the Readysell Training Engagement Meeting Video below before your training engagement meeting (see How To Play Videos ):




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.