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Project Training Plan
Project Name: Project and Portfolio Management (PPM) software Phase 2 Implementation
Date: June 30, 2009
Department/Unit: PMO
Contact Names: Role Email Phone
Kathy Wilmot Project Manager [email protected] 4486Rene Lesage Training Lead [email protected] 089658
Version Control #: Date Comments1.0 11Feb09 1st Draft
1.1 29Jun09 Training schedule refined
1.2 24 Aug, 2009 Combined Training Group and Training TypesAdded more Training Types
2.0 Sep 30, 2009 Final version
1 Introduction
Project Managers (PMs) require effective processes and software to plan, collaborate, monitor, andreport on the projects they are responsible for. Directors need a common method for overseeing theprojects in their units. Various levels of training on PPM methodology and software will be required.
This training plan outlines the requirements and methods needed to provide training on the use ofProject and Portfolio Management (PPM) software. This tool will be required by IT units and willeventually be available to the McGill community.
2 Training Scope
2.1 Training Objectives
A training program will be developed to provide the proper level of training needed for a range ofusers, from novice to expert project managers. Training methods will vary depending on the type ofuser project manager, portfolio manager, directors/executive, and team member. Training will beprovided for the PPM software tool in conjunction with Project Management methodologies.
2.2 Assumptions
The PM, in the capacity of functional expert, will help to develop the training materials, but theresponsibility for developing, delivering, and administering the training remains with ICS.
Previous Project Management training is recommended as a prerequisite for novice PMs.
2.3 Constraints
A timely schedule for developing the training materials and course offerings will be a challenge asmultiple software applications are competing for the same resources.
The project teams availability over the summer (vacations) and the fall (busiest time of year) willmake it difficult to develop and deliver training.
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3 Training Program
3.1 Training Prerequisites
All Project Managers (PM) are expected to understand and be familiar with PMIs ProjectManagement Methodology before attending any of the training session. The HR Staff Developmentcourse also offers training for this subject.
3.2 Types of Training
3.3 Training Schedule
Initial training for the administrators, functional experts in PMO, ICS trainers, and reps from IT will begiven by the vendor during implementation. At this time, course development begins for ongoingstaff training. The estimated preliminary schedule is shown in table 3.3. A detailed schedule forcourse offerings will be created on ICS staff registration systems once the training is established.
3.4 Training logistics
Training facilities are provided by ICS.
Seminar type courses require various size rooms equipped with a projector and laptop withaccess to internet.
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Type Title Description Method Duration Participa
1 Project ManagementMethodology at McGill
At first this course will be geared to IT ProjectManagement. This course will outline themethodology used at McGill and provide anintroduction to the software.
Seminar 2 hours Novice PPM, Portf
PM
2 PPM software for PMs Overview of software for all users. Concentration willbe on the PM user.
Lab 3 hours Novice PPM, Portf
PM
3 PPM software for Directors andExecutives
Overview of software for all users.Concentration will be for the Executive user.
Online 1 hour DirectorExecutiv
4 PPM methodology and softwarefor Team members
Introduction to methodology and overview ofsoftware. Concentration on team users, includingtime entry.
Online 30 min TeamMembe
5 Access to PPM for the Client Overview of methodology and software. Emphasison how to view project documents
Online 15 min Client
6 PPM Administrator Training to be given initially by vendor. Procedureswill be documented as necessary.
Vendor TBD PPMAdministra
7 Project Request Guide to requesting a project via the software. Online TBD Client
8 Project Request Approval Guide to approving and staffing projects. Online TBD DirectorExecutive
PortfoliManage
Table 3.2 Training Types
Training Date Responsible
Administrator training during implementation August 17-21 Vendor
Train the trainer (ICS, PMO) during implementation August 2009 VendorPPM Course development Aug Oct 2009 ICS Training & PMO
PPM Staff Training begins for IT units December 2009 ICS Training
Table 3.3 Preliminary Training Schedule
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Hands-on courses will be given in an ICS lab environment (maximum 15 users per session).
ICS set up to administer (schedule, register, record, etc)
4 Roles and Responsibilities
The table below outlines the basic training responsibilities. It does not represent a work breakdownstructure - that will be added when more details are known.
5 Estimated Training Budget
TBD
Note: ICS currently have resources in place to offer training. However, it is likely that multiple
software projects will need to share this limited resource. It is recommended that additionalstaff resources be secured.
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Unit Responsibilities Existing or new resource
PMO Assist in course development with ICS PPM project team
ICS Training Develop courses (seminars, hands-on,online), administer training program on anongoing basis
ICS Trainers
ICS Training Administer training program schedulecourses, monitor registration, providetraining records
ICS Training coordinator
Vendor Provide initial training duringimplementation and consult on training
program
Vendor consultants
PMO & ICS Evaluate training ICS Trainers & PMOfunctional expert
Table 4.0 Roles and Responsibilities
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