training plan template

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					Urgent Care Clinical Dashboard
       Training Plan Template


Introduction                                                   3

1.    Training plan objective                                  3

2.    Overview of the training plan                            3

3.    Training scope                                           4

      3.1      Training needs analysis                         4
      3.2      Training objectives                             4
      3.3      Assumptions                                     5

4.    Training approach                                        5

      4.1      Training requirements                           5
      4.2      Roles and responsibilities                      5
      4.3      Training methods                                6
      4.4      Training materials and equipment requirements   6
      4.5      Training pre-requisites                         6
      4.6      Training curriculum                             6
      4.7      Training schedule                               7

5.    Contingency plan                                         7

6.    Evaluation                                               8

      6.1      Metrics                                         8
      6.2      Evaluation methods                              8


While every Urgent Care Clinical Dashboard is different, the end purpose – to
improve patient care – is the same. Effective training will build dashboard users’
confidence not only in operating the dashboard and viewing the information it
presents, but also in using this information proactively to improve patient care.

This training plan template provides a framework for developing and delivering
Urgent Care Clinical Dashboard training. It should ensure that a robust, clearly-
defined and suitably resourced training plan is produced, which covers all the steps
of training and development planning relating to the dashboard. The intention is that
organisations using this template adapt it as required to suit their own circumstances
and organisational conventions.

In the sections below, the intention is that paragraphs in plain text can form part of
the training plan. < Text italicised within brackets > signifies a recommendation,
suggestion, observation or example, and is not intended to be reproduced as part of
the training plan.

In addition to this template, further documentation, including example documents
from Pioneer Urgent Care Clinical Dashboard sites, is available as part of the Urgent
Care Clinical Dashboard implementation toolkit.

1.       Training plan objective

The objective of the Urgent Care Clinical Dashboard training plan is to define and
describe the strategies employed, resources needed, methods adopted and tasks
required to meet the current known training requirements, so that users receive the
training they need to make the best use of the dashboard.

2.       Overview of the training plan

The Urgent Care Clinical Dashboard Training Plan is a working document, which will
be revised as required to accommodate changes such as new user groups, changes
to the dashboard which require some level of additional training, or changes in
training resource.

The document is organised as follows:
        Training scope: this references the training needs analysis process and lists
         the objectives of the training, as well as assumptions made at this point.
        Training approach: this section describes the training requirements, methods,
         materials and equipment, curriculum and schedule required to deliver the
         training plan.

         Contingency Plan: this identifies anticipated issues and specifies contingency
          plans to resolve or mitigate these.
         Evaluation: this sets out how the Urgent Care Clinical Dashboard training will
          be evaluated; what will be measured, at what times, and how this information
          will be acted on.

3.        Training scope

3.1       Training needs analysis

< The training needs analysis should be undertaken in consultation with potential
dashboard users, for example by making it a discussion item at the dashboard
project group. This will enable different groups of potential users to give information
on what tasks they will need to perform on the dashboard, the screens they will need
to be familiar with, and any new skills they will need to use the dashboard effectively
(this may include general IT skills training), and should help to ensure that nothing is
overlooked. >

< It is likely that either the IT or training department will have a training needs
analysis matrix template available to capture this information. This will typically take
the form of a table which lists staff groups on one axis and skills/tasks on the other. >

< It may be useful to subdivide the matrix further; separating staff groups out by
location, or by trainer, to see where resources will be needed and assist further
planning. >

< Training needs will vary from implementation to implementation, depending on
whether the Urgent Care Clinical Dashboard will be available on a system which staff
already use; how accustomed different staff groups are to using dashboards; and
how intuitive the organisation’s dashboard is to operate. >

< Development needs may not all need to be met by face-to-face training.
Depending on resource and on learning styles, it may be preferable to cover some
learning in a user guide. >

3.2       Training objectives

The objectives of Urgent Care Clinical Dashboard training are:

< List the objectives of the training in point form, indicating scope as far as possible >

< Examples: To provide training to identified dashboard users at the point of use.
To provide training which is tailored to the skills and competencies required by each
staff group.
To ensure that identified dashboard users receive training within two weeks of the
dashboard going live in their place of work.>

3.3    Assumptions

< List any assumptions you have had to make about the circumstances under which
the training will take place. This could include items such as a suitable training venue
being available at each practice; that the dashboard go-live schedule will proceed
according to current timings; or that 4 training sessions will run each day, or that no
new dashboard user groups will be identified within the period covered by the
training plan >

4.     Training approach

This section describes the training requirements, methods, materials and equipment,
curriculum and schedule required to deliver the training plan.

4.1    Training requirements

< List or describe the skills which are needed to develop, deliver and evaluate Urgent
Care Clinical Dashboard training >

< Examples could include: ability to use the Urgent Care Clinical Dashboard, some
experience of delivering IT training, wordprocessing and formatting skills to produce
training materials, basic analytical skills to process and report on evaluation forms. >

< Your organisation may have Knowledge and Skills Framework outlines / job
descriptions available to inform this section. >

4.2    Roles and responsibilities

Responsibilities for developing and delivering the training have been allocated as

<Identify the staff who will perform the different tasks associated with delivering
Urgent Care Clinical Dashboard training, and allocate tasks to them accordingly.
Elements which are likely to be carried out centrally, such as training administration,
should be included so that they are not overlooked. This section should also include
pre- and post- delivery activities, such as preparing presentation slides and scripts
and processing training evaluation forms. >

< Once the training curriculum and schedule have been developed, this section can
be revisited to prepare a training work plan for each staff member involved. >

4.3    Training methods

The following training methods will be used to deliver Urgent Care Clinical
Dashboard training:

< Describe the training methods to be used. These may include hands-on practical
sessions, peer or super-user training, sessions delivered at existing meetings, a
written workbook, e-learning... >

< Highlight whether different training methods will be used to train different staff
groups, or in different locations >

< At this point it may be useful to consider how refresher training or updates could be
delivered and whether this will be via face-to-face training or other methods. >

4.4    Training materials and equipment requirements

Delivering Urgent Care Clinical Dashboard training will require the following

< Identify the tools required for the training, such as PC workstations (include
specification as necessary), training manuals, or classroom facilities. >

< If possible, it is likely to be helpful to indicate if these resources are required in a
specific location, or at a particular time, and whether they are already available or will
need to be procured. >

4.5    Training pre-requisites

< Identify any known pre-requisites for individuals to receive Urgent Care Clinical
Dashboard training – for instance, basic IT skills. It may be useful to discuss the
likelihood of pre-requisite training being needed with IT/training teams, in order to
produce a realistic strategy to deliver all necessary training within the required
timeframe. >

4.6    Training curriculum

This section draws on the training needs analysis in section 3.1 to itemise the
training session content.

< Different staff groups may have different curricula. Available training resources
may determine how these are delivered; for instance by providing a common
introductory and basic skills section which is then followed up for appropriate groups
either with additional practical training, e-learning, or a user manual. >

< A sample Training Curriculum table to capture this information is included below>

Course       Audience      Description    Training             Duration    Delivery
name                                      Objectives                       Method

4.7   Training schedule

The current schedule for Urgent Care Clinical Dashboard training to train all currently
identified dashboard users is as follows:

< This area of work is likely to go through various iterations as further detail is
identified, down to the actual training timetable. It is recommended to provide an
overview schedule within this document with further detail held elsewhere. The
detailed training schedule may be held within an IT/training database. >

< A sample overview table for each type of training is included below >

Training course
Staff group(s)
Training method
Duration of course (including breaks)
Number of training locations
Number of trainees
Number of trainers
Classroom size/trainees per session
Number of sessions required
Date curriculum and training materials
required by
Planned training dates

5.    Contingency plan

This section details any current and             foreseeable     issues    and   makes
recommendations for resolution or mitigation.

< Identify each potential issue, e.g. equipment failure, absent trainer, high
cancellation/DNA rate, the conditions under which the contingency plan will be
implemented, and its intended result >

< This information should also be used to update the project risk log. >

< A simple contingency plan format is included below. >

Potential      Condition       for Contingency            Owner(s)      Intended result
issue          action              action(s)

6.     Evaluation

This section describes how Urgent Care Clinical Dashboard training will be
evaluated; the metrics that will be captured, when and how evaluation will take place
and what will happen to this information.

6.1    Metrics

< Outline the metrics to be captured and how. These should reflect the training
objectives outlined in section 3.2. >

< Example metrics could be: Number of attendees (estimated versus actual),
timeframe to deliver the training plan (planned versus actual), training attendance
percentage, course satisfaction rating (via end of course evaluation forms), number
of helpdesk calls from trained users per month, percentage of trained users who are
still using the dashboard 3 months after training. >

6.2    Evaluation methods

< The evaluation of Urgent Care Clinical Dashboard training can be incorporated into
the evaluation of the effect of the Urgent Care Clinical Dashboard and the outcomes
it produces.>

< Basic data is likely to be captured from training attendance sheets as compared to
the training plan estimates and contingencies.>

< A post-course evaluation sheet is likely to be available from the training
department and this will gauge the immediate effect of the training; it is also likely to
be easy to report on its findings. However, to discover the long-term effect of the
training it will need to be re-evaluated after some months have passed to judge its
effectiveness in practice. This could take the form of a short user survey
administered via email or the intranet. Feedback from these evaluations should be
used to revise the training course as required. >

< State where the results of the evaluation will be reported, e.g. Urgent Care Clinical
Dashboard steering group. >


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