Worksheet

Role training plan sheet

A one-page grid with a row for each role and columns for tasks, screens, language, group size, session date and champion. Fill it in after watching each role at work. Empty cells show what is still undecided.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to Plan Staff Training Before a Software Go-Live”, www.gullysystem.com/blog/how-to-plan-staff-training-before-a-software-go-live