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SAP Corporate Workshop Approach & Methodology
Our SAP Corporate Workshop approach has been designed to achieve the following specific objectives

  • Teach users the new tools, systems and procedures of the Project implementation
  • Communicate new benefits and efficiencies
  • Deliver Workshop at the time of need and in the correct format
  • Provide Workshop that is relevant and appropriate to the audience Design Workshop that is uniform in style across courses
  • Provide a variety of Workshop delivery mechanisms, each customized to the specific skills and knowledge being taught
  • Develop content and delivery mechanisms that are synchronized with Think Tree Work’s
This document provides a high level approach for Workshop design, development and delivery. However, this approach may change as the project detailed design is finalized.

Corporate Workshop Approach Overview
The Workshop curriculum will be developed using a structured approach that includes the following high-level process and deliverables

Workshop Preparation
During the Workshop Preparation phase, high-level plans and methodology overviews are developed and delivered to the project team. This information is used as input to the Workshop Design and Development efforts. Deliverables include: Workshop Approach and Strategy document, Workshop Methodology presentation and Workshop Templates.

Workshop Design
Workshop design includes the definition of the Workshop curriculum for each impacted audience group as well as identifies the high level requirements for Workshop Delivery. Deliverables may include: Performance Support Plan, Workshop Environment Requirements, Workshop Needs Analysis, Workshop Course Outlines, Workshop Development Schedule and Workshop Metrics.

Workshop Development
Workshop Development incorporates the deliverables created during Workshop Design and other inputs to develop the Workshop and performance support materials (Workshop manuals, job aids, etc.). The Workshop Development effort also includes dedicated time to manage the sign off and review process, quality assurance checkpoints and organization of Workshop-related logistics. The Workshop team will manage the development of end user Workshop materials by working closely with the Subject Matter Experts (SME’s) and project team to understand the users’ needs and system functionality. Deliverables may include: Completed Workshop Materials (user manuals, job aids, etc.), Functional Workshop Environment, Workshop Assessment Strategy, Preparation for Functional Trainers, and Workshop and Business Simulation Materials.

Workshop Delivery
Workshop Delivery focuses on finalizing all Workshop related logistics required to smoothly conduct Workshop, deliver the courses to the users and continue post-implementation support. Deliverables may include: Workshop Delivery Schedule, Access to the SAP Basic Navigation Computer Based Workshop (CBT), Course Evaluations, Delivery of Instructor-Led Workshop, Business Simulations, and Workshops.

Corporate Workshop Approach
Our recommendation involves a blended approach that includes the following elements:
Windows Workshop
All employees who are not familiar with Microsoft Windows will be required to attend a Workshop class either at a third-party Workshop vendor or on-site. This is a pre-requisite for using SAP.

CBT for all SAP-impacted employees
All employees impacted by SAP must start their SAP Workshop using RWD’s Basic Navigation CBT. It provides the student with basic SAP skills and concepts that must be mastered before the student attends Instructor –Led Workshop.

Instructor-Led Workshop (ILT)
ILT will be used to share high-level concepts and system navigation tips. ILT will also train users how to use online help and the reference tools to troubleshoot and solve their own problems. This Workshop can be delivered to audiences of moderate size (8-10 max). ILT will be used for Process and Transactional Workshop, which takes place in the classroom and could extend over multiple sessions. SME’s will support these sessions.

Since the Workshop audiences are segmented and need to learn differentiated skills, a portion of Project Workshop will occur via coaching. Workshop team members and/or project team resources will be leveraged as learning coaches who will work to teach functional skills to small groups of participants.

Business Simulations
ILT provides students with exposure to the new business processes and experience with the SAP transactions that will enable them to perform their job responsibilities. Business Simulations, a great success during Phase I, provide the users with an environment in which they can use the skills learned in ILT and work with other Think Tree W departments to solve day-in-the-life scenarios. Business Simulations are used to ascertain the end user community’s absorption of the new processes, and if/what additional Workshop should be conducted before Go-Live.

Corporate Workshop Delivery Methods
The Project implementation will require varying amounts of Workshop across a diverse population of end users. Some users will have extremely modest Workshop needs, while others will require detailed knowledge and skills. In order to accomplish these various goals, a variety of Workshop delivery methods will be considered. A combination of the following Workshop methods may be employed:

SAP Basic Navigation CBT
All employees that will use SAP functionality must start their Workshop path using RWD’s Basic Navigation CBT. It provides the student with exposure to basic SAP skills and concepts that must be mastered before the student attends ILT. At the end of the CBT, there exists a certification exam that each student must pass before attending ILT.

SAP Basic Navigation CBT
  • Enables end users to participate in self-paced SAP-learning
  • Emphasis placed on interactive demonstrations and exercises
  • Most end users can access CBT from their work stations
  • Access to CBT distributed via e-mail notification
  • Gives users opportunity to become comfortable with SAP environment before ILT
  • Participants benefit from multiple test/quiz checkpoints
  • Hands-on practice with the system in a safe environment
Risks/ Requirements Ensure connectivity to each appropriate work station
Verify number of licenses needed for new employees
Communicate to the managers that their direct reports need ample time to complete the CBT

Course Outlines
The course outlines provide a high level description of the Workshop courses.

Course Outline
Contains the following Course Names Objective. Each course will be created with clearly defined objectives to ensure Workshop meets project objectives
For each course the Workshop team will identify:
  • High level description
  • Main topics
  • Audience
  • Duration
  • Courses are process-focused, so end users can apply Workshop concepts to “real world” situations.
  • Clear, up front curriculum planning enables the ‘bundling’ of the Workshop audience by skill sets
  • Curriculum structure helps ensure that the right people get information that is relevant and sufficiently detailed in scope
Risks/ Requirements We must foster agreement and sign-off with the Process teams to ensure timely course development and accurate content. Otherwise, Workshop materials will not accurately depict the proper processes and job requirements.  

Instructor-Led Workshop (ILT)
With ILT, computer and paper-based materials are developed and discussed in class. The class includes content presentations, instructor demonstrations, discussions and activities. A Workshop database (essentially a copy or “instance” of the actual SAP system) offers users hands-on system practice during the course activities. ILT focuses on general SAP concepts, navigation and new business procedures. It also provides users access to online help tools and job aids. ILT will cover mission-critical activities that participants are most likely to perform and use immediately after Go-Live. Instructors discuss these critical activities and participants work through related exercises.

ILT Led by trainers and supported by SME’s
Emphasis placed on interactive discussions, hands-on practice and exercises
Instructors use Workshop database and Workshop manuals
Presentation tools and exercise packets are distributed to participants
  • Gives users opportunity to have system and business questions answered by experts
  • Workshop is focused on business, not only system-related tasks
  • Participants benefit from peer interaction
  • Hands-on practice with the system in a safe environment
  • Reinforces use of reference materials by incorporating them into course
Risks/ Requirements Ensure appropriate class sizes (student/instructor ratio should not exceed 10/1)
Need qualified, effective and knowledgeable instructors with superior communication skills

Workshop Database (supports classroom Workshop)
The Workshop database enhances Workshop development and delivery and allows participants to practice activities in a safe environment. The Workshop database is populated with realistic data (master data, mock customers and vendors) and used as a testing environment during the Workshop Development process. The Workshop database will be used to facilitate ILT exercises, Business Simulations and Workshops.

Workshop Database
  • Provides a “safe place” to practice activities/transactions without affecting production
  • Supports “live” demonstrations and hands-on exercises during ILT and Coaching
  • Mirrored to match the configuration of Think Tree’s “live” environment as closely as possible
Risks/ Requirements ERequires initial setup and population of database with realistic data (this demands adequate technical resources)
Workshop database needs to be kept up to date with system changes
Database must be refreshed periodically to ensure trainees are working with clean, accurate data

E. Coaching
Coaching is an appropriate Workshop method for small audiences with “specialized” skills, straightforward process changes and follow-up Workshop. In these situations, it is not necessary to develop numerous formal Workshop materials. Instead, specific objectives are outlined, and an expert works with users to explain and demonstrate important job-related tasks. Users then practice or demonstrate the new skills and are provided with feedback. Coaching can occur in a testing, Workshop or live environment, before and after implementation.

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