Project Training Plan

Project Name: Date: Department/Unit: Contact Names: Kathy Wilmot Rene Lesage Version Control #: 1.0 1.1 1.2 2.0 Project and Portfolio Management (PPM) software Phase 2 Implementation June 30, 2009 PMO Role Email Phone Project Manager Kathy.wilmot@mcgill.ca 4486 Training Lead Renee.lesage@mcgill.ca 089658 Date Comments 11Feb09 1st Draft 29Jun09 Training schedule refined 24 Aug, 2009 Combined Training Group and Training Types Added more Training Types Sep 30, 2009 Final version

1 Introduction
Project Managers (PMs) require effective processes and software to plan, collaborate, monitor, and report on the projects they are responsible for. Directors need a common method for overseeing the projects 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 of Project and Portfolio Management (PPM) software. This tool will be required by IT units and will eventually 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 of users, from novice to expert project managers. Training methods will vary depending on the type of user project manager, portfolio manager, directors/executive, and team member. Training will be provided 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 the responsibility 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 as multiple software applications are competing for the same resources. The project teams availability over the summer (vacations) and the fall (busiest time of year) will make 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 Project Management Methodology before attending any of the training session. The HR Staff Development course also offers training for this subject. 3.2 Types of Training

Type 1

Title Project Management Methodology at McGill PPM software for PMs PPM software for Directors and Executives PPM methodology and software for Team members Access to PPM for the Client PPM Administrator Project Request Project Request Approval

2 3 4 5 6 7 8

Description At first this course will be geared to IT Project Management. This course will outline the methodology used at McGill and provide an introduction to the software. Overview of software for all users. Concentration will be on the PM user. Overview of software for all users. Concentration will be for the Executive user. Introduction to methodology and overview of software. Concentration on team users, including time entry. Overview of methodology and software. Emphasis on how to view project documents Training to be given initially by vendor. Procedures will be documented as necessary. Guide to requesting a project via the software. Guide to approving and staffing projects.

Method Seminar

Duration 2 hours

Participants Novice PM, PM, Portfolio PM Novice PM, PM, Portfolio PM Directors, Executives Team Member Client PPM Administrator Client Directors, Executives, Portfolio Managers

Lab Online Online Online Vendor Online Online

3 hours 1 hour 30 min 15 min TBD TBD TBD

Table 3.2 Training Types 3.3 Training Schedule

Initial training for the administrators, functional experts in PMO, ICS trainers, and reps from IT will be given by the vendor during implementation. At this time, course development begins for ongoing staff training. The estimated preliminary schedule is shown in table 3.3. A detailed schedule for course offerings will be created on ICS staff registration systems once the training is established. Training Administrator training during implementation Train the trainer (ICS, PMO) during implementation PPM Course development PPM Staff Training begins for IT units Date Responsible August 17-21 Vendor August 2009 Vendor Aug Oct 2009 ICS Training & PMO December 2009 ICS Training Table 3.3 Preliminary Training Schedule

3.4 Training logistics Training facilities are provided by ICS. Seminar type courses require various size rooms equipped with a projector and laptop with access to internet.
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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 breakdown structure - that will be added when more details are known. Unit PMO ICS Training ICS Training Vendor PMO & ICS Responsibilities Assist in course development with ICS Develop courses (seminars, hands-on, online), administer training program on an ongoing basis Administer training program schedule courses, monitor registration, provide training records Provide initial training during implementation and consult on training program Evaluate training Existing or new resource PPM project team ICS Trainers ICS Training coordinator Vendor consultants

ICS Trainers & PMO functional expert Table 4.0 Roles and Responsibilities

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 additional staff resources be secured.

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