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:
- 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.
- 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.
- 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.
- 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 |