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"It's not done until people actually do it the new way"

Dean Ziegler
Founder of Systems2win

Now that you've used your Business Process Improvement power tools to dramatically improve a process - what is your next logical step?

You've got to train your people to do things the new way.

The Systems2win Training Program Templates (which come with their own on-line training) help you through this critical phase of process improvement. Because "it's not done until people actually do it the new way".

Training Program Design

Training program templates
that make it easy to design a training program

Get ALL templates on this page
plus ALL the other Continuous Improvement templates
for as little as $199 per seat

View Video Training

Excel Templates for Training Program Design
Visual Work Instructions To provide thorough training - using a combination of pictures and written instructions. Although it is possible to use this worksheet to perform job analyses (such as cycle time, value add time, etc), it is more common to use the Standard Work Combination Sheet for process analysis and improvement - and to use these (far more detailed) Visual Work Instructions as a powerful training aid to design a training program for training new-hires, temporaries, and cross-trained workers.	Visual Job Instructions It automatically renumbers your steps and re-shuffles your images whenever you regenerate your printed (or PDF) report Download free trial
Standard Operating Procedure Use this popular template to document how to perform any procedure. It comes with on-line help for how to use Word's numbered outline features to easily number (and renumber) process steps. Version 5 now supports Link Icons within Word documents
Skills Matrix & Training Matrix Often used as a Cross-Training Matrix to define and measure the skills and training that your people have vs. the skills and training they need in order to do their jobs effectively. This versatile tool can also be used as a "Project Training Plan" to identify who needs what training for a specific project (perhaps a computer software project?) And it can also be used as a "Hiring Skills Matrix" to compare the strengths and weaknesses of job candidates.
Training Program Design Spec This is the training program template to use when you want to maximize the probability of positive behavior changes by thoroughly preparing a program (perhaps consisting of multiple training sessions - each with their own objectives and planning requirements, in addition to the objectives of the overarching training program). If you're going to pull all of those people away from doing value-added work for all of that away-from-work time - is it possible to over-prepare your trainers? (3 pages)
Training Tidbits Worksheet This simple worksheet for training program design provides a quick place to accumulate those "tidbits" that you don't want to forget to include in an upcoming training program that doesn't yet have formal training materials
Force Field Analysis The most common use of this popular change management tool is to identify the forces for and against desired changes - and adjust plans accordingly. It is also a bit of a "Swiss army tool" that can be put to many creative uses.
Session Evaluation (1) If you don't ask for feedback, how will you know what to improve for next time? This is a field-proven feedback form to evaluate how well objectives were accomplished - and improve planning for future similar sessions.
Session Evaluation (2) The success of meetings should be evaluated in many different ways - so we provide two evaluation feedback forms - and you can edit them as a starting point for personalizing more feedback forms of your own
Priorities Consensus Worksheet To evaluate & prioritize initiatives of any kind. This tool helps your team come to consensus agreement to answer the question "What should we do next?" Think training programs, strategic initiatives, continuous improvement projects...
Change Management Worksheet This project management tool helps you identify possible concerns and objections to your proposals, and to prepare a Communications Plan and other approaches to help people embrace change. Any experienced Project Manager will agree that the hardest part of any process improvement project is "the people stuff". It's one thing to come up with great ideas for "improvement" - and it's another to get people to buy into it.

Excel Templates for Training Program Design

Visual Work Instructions

To provide thorough training - using a combination of pictures and written instructions.

Although it is possible to use this worksheet to perform job analyses (such as cycle time, value add time, etc), it is more common to use the Standard Work Combination Sheet for process analysis and improvement - and to use these (far more detailed) Visual Work Instructions as a powerful training aid to design a training program for training new-hires, temporaries, and cross-trained workers.

Visual Job Instructions

It automatically renumbers your steps
and re-shuffles your images whenever you
regenerate your printed (or PDF) report

Download free trial

Standard Operating Procedure

Use this popular template to document how to perform any procedure.

It comes with on-line help for how to use Word's numbered outline features to easily number (and renumber) process steps.

Version 5 now supports Link Icons within Word documents

standard operating procedure software template

Skills Matrix & Training Matrix

Often used as a Cross-Training Matrix to define and measure the skills and training that your people have vs. the skills and training they need in order to do their jobs effectively.

This versatile tool can also be used as a "Project Training Plan" to identify who needs what training for a specific project (perhaps a computer software project?)
And it can also be used as a "Hiring Skills Matrix" to compare the strengths and weaknesses of job candidates.

skills matrix training matrix Excel template

Training Program Design Spec

This is the training program template to use when you want to maximize the probability of positive behavior changes by thoroughly preparing a program (perhaps consisting of multiple training sessions - each with their own objectives and planning requirements, in addition to the objectives of the overarching training program).

If you're going to pull all of those people away from doing value-added work for all of that away-from-work time - is it possible to over-prepare your trainers?
(3 pages)

training program design spec

Training Tidbits Worksheet

This simple worksheet for training program design provides a quick place to accumulate those "tidbits" that you don't want to forget to include in an upcoming training program that doesn't yet have formal training materials

training tidbits for training program design

Force Field Analysis

The most common use of this popular change management tool is to identify the forces for and against desired changes - and adjust plans accordingly.

It is also a bit of a "Swiss army tool" that can be put to many creative uses.

Session Evaluation (1)

If you don't ask for feedback, how will you know what to improve for next time? This is a field-proven feedback form to evaluate how well objectives were accomplished - and improve planning for future similar sessions.

Session Evaluation (2)

The success of meetings should be evaluated in many different ways - so we provide two evaluation feedback forms - and you can edit them as a starting point for personalizing more feedback forms of your own

Priorities Consensus Worksheet

To evaluate & prioritize initiatives of any kind.

This tool helps your team come to consensus agreement to answer the question "What should we do next?"

Think training programs, strategic initiatives, continuous improvement projects...

project management tool for decision-making and consensus-building

Change Management Worksheet

This project management tool helps you identify possible concerns and objections to your proposals, and to prepare a Communications Plan and other approaches to help people embrace change.

Any experienced Project Manager will agree that the hardest part of any process improvement project is "the people stuff".
It's one thing to come up with great ideas for "improvement" -
and it's another to get people to buy into it.

Change Management Excel template for business process reengineering

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for as little as $199 a seat

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