Transcript Executive Committee Meeting March 27, 2008

Super User Webinar Two
“Helping Users Prepare for Training”
Presented by: Project Compass Organizational Change Management Team
07/9/2009
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Helping Users Prepare for Training
 Webinar Objectives
 Prepare Super Users to Meet Their July Objective to “Help Users Plan their Training”
 Provide Super Users with special tools and support to play this role
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Agenda
 Welcome – Teresa Hauck
 Special Guest – Christopher Uher, Project Compass Dir.





Review of Progress to Date
Suggested July Activities
Tools and New Information
What’s Next
Questions?
Presenters: Teresa Hauck and Zee Mehar
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Christopher Uher
– Project Director, Project Compass
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Super User Objectives
Ensure a
smooth
transition
to the
new
system
• Become the local expert on
PeopleSoft Financial
processes
• Provide coaching and
support to end users as they
transition
We’ll achieve this objective in four step-wise phases.
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Enabling Change - The Super User’s Role
July
August
Help Users
Plan Their
Training
Reinforce
Learning
June
September
Prepare
Yourself for
Change
Provide
Transition
Support
Enabling
Change
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Enabling Change - The Super User’s Role
June
July
August
Help Users
Plan Their
Training
Reinforce
Learning
June
September
Prepare
Yourself for
Change
Provide
Transition
Support
Enabling
Change
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June – Prepare Yourself for Change
June
Prepare
Yourself for
Change
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June – Prepare Yourself for Change
 Do you have any questions, concerns or additional needs related to your “June –
Prepare Yourself for Change” activities?
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Enabling Change - The Super User’s Role
July
August
Help Users
Plan Their
Training
Reinforce
Learning
June
September
Prepare
Yourself for
Change
Provide
Transition
Support
Enabling
Change
Together, we are One Emory
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Suggested Activities - July
Objective
Suggested Activities
• Review the Project Compass Training Schedule
• Refresh Yourself - Getting Started with PS Fundamentals / Using UPK, PS
Fundamentals & Understanding ChartFields & SmartKeys
Taking advantage of Training Class • New – UPK FAQ
“sneak previews”
Supporting users initiating their
own learning
Planning for a Super User
Webinars, Open Houses, and
Workshops
Continue business issue
identification and resolution
• Complete “Sneak Previews” - Super Users to receive alert from Zee
when “sneak previews” are available for review
• Email Zee with any questions you have following the “sneak preview”
(Self-Study Questions)
• Become an expert on the Learning Path Tool (Lubu Mishra’s Demo)
• Meet with Lubu to learn more about Learning Paths
• Review Super User Webinar, Open House, and Exclusive Session
Schedule
• Review “Tips for Super User Workshops”
• Super User Web Page
• Discuss with your leadership any questions you have that related to the
impact of Project Compass on policies, procedures, roles, etc. We may
be able to help.
Together, we are One Emory
Approx Time
to Complete
20 -25 minutes
30 minutes
20-30 minutes
30 minutes
10-15 minutes
20 minutes
(As needed)
(As needed)
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Project Compass Training Schedule
DRAFT
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UPK -FAQ
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Project Compass Expense Report Course
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Project Compass Expense Report Course
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Project Compass Expense Report Course
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Suggested Activities - July
Objective
Suggested Activities
• Review the Project Compass Training Schedule
• Refresh Yourself - Getting Started with PS Fundamentals / Using UPK, PS
Fundamentals & Understanding ChartFields & SmartKeys
Taking advantage of Training Class • New – UPK FAQ
“sneak previews”
Supporting users initiating their
own learning
Planning for a Super User
Webinars, Open Houses, and
Workshops
Continue business issue
identification and resolution
• Complete “Sneak Previews” - Super Users to receive alert from Zee
when “sneak previews” are available for review
• Email Zee with any questions you have following the “sneak preview”
(Self-Study Questions)
• Become an expert on the Learning Path Tool (Lubu Mishra’s Demo)
• Meet with Lubu to learn more about Learning Paths
• Review Super User Webinar, Open House, and Exclusive Session
Schedule
• Review “Tips for Super User Workshops”
• Super User Web Page
• Discuss with your leadership any questions you have that related to the
impact of Project Compass on policies, procedures, roles, etc. We may
be able to help.
Together, we are One Emory
Approx Time
to Complete
20 -25 minutes
30 minutes
20-30 minutes
30 minutes
10-15 minutes
20 minutes
(As needed)
(As needed)
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Project Compass Learning Process
Communications
Direct Employees
to the PC Website
Establish Your Learning Path
Project Compass
Learning Path Tool
Employee’s
Suggested
Learning Path
• Confirm the suggested learning path by reviewing Course
Designs in the Course Catalog. (Employee)
• Agree on learning path and pre-go-live priorities.
(Employee with Manager)
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Learning Path Tool
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Suggested Activities - July
Objective
Suggested Activities
• Review the Project Compass Training Schedule
• Refresh Yourself - Getting Started with PS Fundamentals / Using UPK, PS
Fundamentals & Understanding ChartFields & SmartKeys
Taking advantage of Training Class • New – UPK FAQ
“sneak previews”
Supporting users initiating their
own learning
Planning for a Super User
Webinars, Open Houses, and
Workshops
Continue business issue
identification and resolution
• Complete “Sneak Previews” - Super Users to receive alert from Zee
when “sneak previews” are available for review
• Email Zee with any questions you have following the “sneak preview”
(Self-Study Questions)
• Become an expert on the Learning Path Tool (Lubu Mishra’s Demo)
• Meet with Lubu to learn more about Learning Paths
• Review Super User Webinar, Open House, and Exclusive Session
Schedule
• Review “Tips for Super User Workshops”
• Super User Web Page
• Discuss with your leadership any questions you have that related to the
impact of Project Compass on policies, procedures, roles, etc. We may
be able to help.
Together, we are One Emory
Approx Time
to Complete
20 -25 minutes
30 minutes
20-30 minutes
30 minutes
10-15 minutes
20 minutes
(As needed)
(As needed)
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Super User Webinars, Open Houses, and
Workshops
 Since much of our training is Distance Learning, we expect that learners may want
an opportunity to talk to a subject matter expert about what they’ve learned.
 Super User Webinars - Pre-arranged webinars where the Super User reviews key points from the
courses, and leads a question and answer session
 Super User Open Houses – Pre-arranged “open house” events where learners may drop in to ask
their questions in person. At the Open House, the Super User may also run demonstrations.
 Super User Workshops (ad hoc, local) - Some Super Users may additionally want to conduct a
local workshop for smaller groups of employees within their area.
 The Project Compass change management team will proactively schedule and
support Webinars and Open Houses.
 Local Super Users may arrange for Super User workshops as desired.
DRAFT
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Super User Webinars and Open Houses
Super User Webinar / Open House Schedule
Module
Accounts
Payable
Course
SME
Payment requests
Delivery Channel / Duration
Date
Amy DeMore /
Jennifer Hulsey
2 Webinars (1 hour ea)
2 Open Houses (2 hours ea)
August 11th, 18th (W)
August 13th , 20th (OH)
Travel / Expense Expense reports
Reports
Amy DeMore /
Jennifer Hulsey
2 Webinars (1 hour ea)
2 Open Houses (2 hours ea)
August 11th, 18th (W)
August 13th , 20th (OH)
Reporting
Intro/Query/nVision
Steve Hall /
Tony DiPaola
2 Webinars (1 hour ea)
2 Open Houses (2 hours ea)
TBD
Grants *
EPEX
Camilah Hicks
2 Open Houses (2 hours ea)
See Employee Self
Service for specific
dates and times.
* The Grants Open Houses will present all related course material, and are positioned as an alternative to the distance
learning course
DRAFT
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Exclusive Webinars for Super Users
 In advance of the general Webinars and Open Houses, have arranged special
private sessions for you
 July, before the general webinars for all employees
 Not published for others
Exclusive Webinars for Super Users
Module
Course
SME
Delivery Channel / Duration Tentative Date
Accounts
Payable
Payment Requests
Amy DeMore /
Jennifer Hulsey
Webinar 0.50 – 1 hrs
July 29th or 30th
Travel /
Expense
Reports
Expense Reports
Amy DeMore /
Jennifer Hulsey
Webinar 0.50 – 1 hrs
July 29th or 30th
Reporting
Intro/Query/nVision Steve Hall / Tony
DiPaola
Webinar 0.50 – 1 hrs
TBD
Grants
EPEX
Webinar 0.50 – 1 hrs
TBD
Camilah Hicks
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Super User Workshops
 Some Super Users may additionally want to conduct a local workshop for smaller
groups of employees within their area.
 “Ad Hoc”
 “Local”
 How do you go about planning one?
DRAFT
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Super User Web Page
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Suggested Activities - July
Objective
Suggested Activities
• Review the Project Compass Training Schedule
• Refresh Yourself - Getting Started with PS Fundamentals / Using UPK, PS
Fundamentals & Understanding ChartFields & SmartKeys
Taking advantage of Training Class • New – UPK FAQ
• Complete “Sneak Previews” - Super Users to receive alert from Zee
“sneak previews”
when “sneak previews” are available for review
• Email Zee with any questions you have following the “sneak preview”
(Self-Study Questions)
• Become an expert on the Learning Path Tool (Lubu Mishra’s Demo)
Supporting users initiating their
own learning
Planning for a Super User
Webinars, Open Houses, and
Workshops
Continue business issue
identification and resolution
• Meet with Lubu to learn more about Learning Paths
• Review Super User Webinar, Open House, and Exclusive Session
Schedule
• Review “Tips for Super User Workshops”
• Super User Web Page
• Discuss with your leadership any questions you have that related to the
impact of Project Compass on policies, procedures, roles, etc. We may
be able to help.=
Together, we are One Emory
Approx Time
to Complete
20 -25 minutes
30 minutes
20-30 minutes
30 minutes
10-15 minutes
20 minutes
(As needed)
(As needed)
26
Enabling Change - The Super User’s Role
July
August
Help Users
Plan Their
Training
Reinforce
Learning
June
September
Prepare
Yourself for
Change
Provide
Transition
Support
Enabling
Change
Together, we are One Emory
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Summary - Super User Timeline
June
July
August
September
Prepare Yourself
Help Users Plan
Their Training
Reinforce Learning
Provide Transition
Support
Help users integrate
PeopleSoft into their daily
work processes
Understand the impact of
PeopleSoft Financials on
your business processes
Taking advantage of
Training Class “sneak
previews”
Reinforce support channels
Familiarize yourself with
planned Project Compass
Training offerings
Supporting users initiating
their own learning
Resolve business issues and Communicate issues to
the Project Team for
concerns
resolution
Support staff as they
complete training
prerequisites and begin to
devise their personal
learning paths
Planning for a Super User
Webinar / Work Shop
Help users integrate
PeopleSoft into their daily
work processes
Continue business issue
identification and
resolution
Next Webinar!
Wednesday, August 5th 10-11am
Friday, August 7th 9-10am
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Reminder – How to Stay Connected!
 E-mail the Project Compass Change Management Team!
 [email protected]
 Project Compass Website
 http://www.compass.emory.edu
 Super User Web Page
 Key Communications
 Project Compass Management Bulletins (weekly)
 Super User Webinars (monthly)
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Questions?
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Thank you!
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