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Training

CIPPlanner Corporation offers a comprehensive training program as part of the implementation and ongoing maintenance process that has been successfully utilized by all of our previous clients. Our program provides both on-site and web-based training sessions. The following describes training scenarios for customers along the typical engagement process:

  1. Sandbox Environment: We publish a “sandbox” software version in our Data Center to provide staff and administrators with a preliminary understanding of the software. During this stage, ad-hoc training may be scheduled to provide answers for specific questions about the Software.
  2. Customized Training Manual: As part of the business requirement and configuration analysis process, a customized training manual is developed for every type of user, from project managers to business line managers, to provide instruction tailored to their needs.
  3. Train-the-Trainers: We strongly recommend the adoption of the Train-the-Trainer (TTT) approach to establish a strong source for your in-house troubleshooting and consultation.  We believe it is best to train a core team of administrative users who will subsequently possess the knowledge required to train other team members.
  4. Train-the-Users: Clients may also request on-site or online training on an ongoing basis to train new users or receive refresher courses.

Training Options

 

Our typical training plan includes comprehensive on-site training at the end of the implementation process to address training for system administrators, training for trainers, and training for users. Additional training sessions may be requested using both on-site training modules and online training modules.

 

 

On-Site Training

Online Training

Training Method

Our certified trainer will be on site to provide training to both trainers and users.  Training will be separated into modules designed to address specific system functional areas and different user groups.

Scheduled on as-needed basis.  Online trainings are conducted in sessions that may also be scheduled as a full training course for new users or as refresher courses for specific system areas.

How to Schedule

Typically comprehensive training courses are included as part of the implementation process.  Subsequent on-site training after the implementation process may be scheduled with a CIPPlanner Account Manager after the implementation phase.

Online Training can be scheduled anytime.

 

 

Flexible Training Schedule

 

To better facilitate training sessions to meet customer needs, all training courses have been developed to cover every module and functionality within our software.  Based on solutions required, and differences in clients’ business processes, a customized training regimen can be developed by the implementation manager.

 

Below is a generic training schedule assuming on-site training at the client’s facility with access to a training room containing desktop or laptop computers with internet accessibility.  The training schedule covers core system modules with sessions designed for different types of users.

 

 

Day 1

Module

Intended Audience

08:30am 09:30am

Standard Utilities

System Admin, Super Users

09:30am 10:30am

Advanced Utilities

System Admin, Super Users

10:30am 10:45am

Break

 

10:45am 12:30pm

Standard Portfolio Planning

System Admin, Super Users, Trainers

12:30pm 02:00pm

Lunch

 

02:00pm 03:45pm

Advanced Portfolio Planning

System Admin, Super Users, Trainers

03:45pm 04:00pm

Break

 

04:00pm 05:00pm

Standard Fund/Budgeting

System Admin, Super Users, Trainers

 

 

Day 2

Module

Intended Audience

08:30am 10:30am

Advanced Fund/Budgeting

System Admin, Super Users, Trainers

10:30am 10:45am

Break

 

10:45am 12:30pm

Standard Reporting

Advanced Reporting

System Admin, Super Users, Trainers

12:30pm 02:00pm

Lunch

 

02:00pm 04:45pm

Project Management

Advanced Project Management

System Admin, Super Users, Trainers

04:45pm 05:00pm

Break

 

05:00pm 06:00pm

Document Management

Workflow Engine

System Admin, Super Users, Trainers

 

 

User Sessions

Module

Intended Audience

08:30am 09:30am

Standard Portfolio Planning

Project Managers, Normal Users

09:30am 10:30am

Advanced Portfolio Planning

Project Managers, Normal Users

10:30am 10:45am

Break

 

10:45am 12:30pm

Standard Fund/Budgeting

Advanced Fund/Budgeting

Project Managers, Normal Users

12:30pm 02:00pm

Lunch

 

02:00pm 04:45pm

Project Management

Advanced Project Management

Document Management

Workflow Engine

Project Managers, Normal Users

04:45pm 05:00pm

Break

 

05:00pm 06:00pm

Standard Reporting

Advanced Reporting

Project Managers, Normal Users

 

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