Many training initiatives among my life sciences clients go off the rails at some point. Most of those failures can be traced to one missing piece – a charter kickoff document that covers all the bases.
I do cover this ground in my Project/Vendor Success workshops (more information about that program here), but I thought that it might be helpful to produce a single document that my clients could use for any new (or current) training managers who need to manage training initiatives.
So I asked a bunch of you for input on the main questions you seek to answer as any project kicks off, and got quite a response last week. Four pages worth of crowd-sourced feedback, in fact – with an encouraging amount of overlap.
Pulling together all the suggestions, I identified five main “buckets” of issues that need to be mapped out in order to kick off any initiative successfully:
- Purpose of the initiative
- Anticipated Results of the initiative
- Audience/Situational Context
- Scope of the initiative
- Stakeholders and Resources
And here’s the document that resulted – a simple, 2-page walk-through outline that you can use for your own department:
Training Initiative Outline <—-download
This document/template is meant to be edited by you for your purposes – you can make it shorter, or more detailed; you can include other steps – whatever you want. It’s not mine; it belongs to all of us (also, please feel free to pretty it up with graphical modifications!)
I hope that you find this tool helpful. And, if you’ve got other suggestions for crowd-sourced resources, just let me know!!
And, as always, feel free to contact us [firstname.lastname@example.org] with any training needs you have – we’ll recommend the optimal outsource vendor/partners for you!
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