Task: Define Education and Training Plan
Develop the education outline and deliverables so that effective planning and preparation can proceed.
Disciplines: Deployment
Purpose
Develop (at a high level) the education deliverables and responsibilities of the client, so that effective education planning and preparation can proceed.

Obtain the client's concurrence.
Relationships
RolesPrimary Performer: Additional Performers:
InputsMandatory:
  • None
Optional:
    Outputs
      Steps
      Define the education deliverables
      Obtain agreement on education work products, and set client expectations regarding the work products that should be produced to support education and training. Show samples of education work products to the client to get an understanding of the client's needs and expectations. Provide a definition of the electronic and hardcopy information that will be produced to support the education tasks.
      Define the education and training responsibilities
      Establish who will have the responsibility for providing the trainers and facilities, and for producing the education materials.
      Develop end-user documentation plan

      End-user documentation is developed primarily from the detailed scripting documents produced in the analysis and design phases of the project. Establish an early understanding as to what is to be generated and by whom. Also determine what end-user documentation is to be produced.

      Specify the following:

      • End-user documentation scope to get an early understanding of end-user documentation needs.
      • End-user documentation approach.
      • End-user documentation work products.
      • End-user documentation responsibilities.
      Compile the training and end-user procedure strategy document