TargetX Trainer Success Factsheet
Overview
Throughout implementation, we've helped you configure TargetX tools to manage your enrollment, admissions, and retention processes. Now that you're in the latter stages of implementation, it's time for you to start thinking about how you'll train you end users, which is essential for adoption. And that's where TargetX Trainer Success comes in.
TargetX Trainer Success is a series of train-the-trainer sessions that prepare you to train your end users. Each session builds upon the last to gradually provide you (and other trainers) with strategies, tips, and resources you need to get your end users up and running.
How It Works
There are three 1.5-hour sessions to complete the TargetX Trainer Success curriculum (and an optional 1:1 consultation session). Training is held on Wednesdays. The sessions focus on how you can effectively train your end users – they do not focus on product-specific knowledge. Therefore, before attending, you must complete the prerequisite Liaison Academy courses (outlined below) and have a working knowledge of your TargetX setup.
Why This Way
There are three primary reasons for this model:
- Historically, the project teams that are actively involved in implementation have more successful outcomes with timely launches and widespread user adoption. In short: participation creates value. Applying that same ideology to training allows for a deeper understanding of how the TargetX product suite can contribute to your success as an institution.
- You'll be part of a cohort. Peer-to-peer conversations are among the most highly sought-after facets of a user community. Therefore, this approach to training bundles you with other users in a similar stage of their project. These users may offer additional insights that may benefit your institution.
- Because every institution configures and uses each of the CRM tools differently, it is essential that your end user training reflects the specific processes you have configured. With this train-the-trainer approach, we'll teach you how to support your own training needs internally and enable your team's ownership of onboarding, internal business process documentation, etc.
What You'll Receive
After attending each session, you'll receive materials you can use to design and tailor training for your institution. Training materials and resources include: objectives, sample agendas, planning worksheets, end user slide training decks, end user videos, and videos for adapting the training materials. Note that these resources are different from what you'll find in the TargetX help center: generally, help center resources are geared toward administrators like you, whereas the resources we provide during TargetX Trainer Success are geared toward training end users.
Once you've synthesized all that you've learned during TargetX Trainer Success, we offer a pre-training consultation with our training specialist, who can review your training plan and strategy before administering the training to your users. This call can include reviewing potential hands-on activities such as reporting scenarios and a roundtable to ensure you've covered the day-to-day CRM usage for all your internal user groups.
Who Should Attend
We recommend between 1-3 people from your institution attend TargetX Trainer Success. Remember that participants should:
- Complete the prerequisite Liaison Academy courses.
- Have a functional understanding of how their end users will interact with the product.
- Have access to make updates within their org.
- Plan to train the functional end users or contribute to the overall training plan. Generally, these are your Administrator or Power Users in the CRM.
Keep in mind that if you're a multi-campus institution or have distinct groups of users who plan to employ the TargetX suite in different ways (e.g., undergraduate vs. continuing education vs. academic advisors), you may want to include the people on your team who are responsible for the maintenance and support of those users.
TargetX Trainer Success focuses on how to train your team, not how to use our products, so these sessions are not a good match for end users or first-time CRM users.
Agenda
TargetX Trainer Success uses the ADDIE Model as a road map to guide our sessions. By the end of the three sessions, you will have a deep understanding of the following:
- Who your learners are to accommodate their needs.
- How to create a formal training following our template.
- What are the best practices in training preparation and presentation.
- How to evaluate each training session and training program.
Session 1: (Analysis and Design)
We explore Adult Learning Theory and closely examine who our learners are. Session activities include understanding who the learners are and creating accommodations. Also, we'll analyze our learners by producing learner personas. Session 1 is for institutions that have begun implementation and are aware of who their end users are.
| Session 1 Course Prerequisites | |
| Recruitment | Retention |
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Session 2: (Development)
We focus on creating a lesson plan for a training course. TargetX Trainer Success will provide a template based on adult learning principles covered in sessions one and two. Session activities include familiarizing team members with the resources provided and creating a lesson plan for end users' training. This session is for project teams planning to train end users within three to four months.
| Session 2 Course Prerequisites | |
| Recruitment | Retention |
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Session 3: (Implementation and Evaluation)
We dive into training preparation, delivery, and evaluation. Activities include creating questions to assess learning and developing effective openings and closers. This session is for customers who plan to deliver training to their end users within the upcoming month.
Session 3 prerequisite courses are all courses required to take throughout implementation.