Implementation workshops

TABLE OF CONTENT
Introduction
Technological prerequisites
Preparation to Workshops
Workshop 1 - Portals and Catalogues
Workshop 2 - Users
Workshop 3 - Administration
Workshop 4 - Training and Events
Workshop 5 - Training Sessions and Content Elements
Workshop 6 - Managing "My Resources" and Communications
Workshop 7 - Training Programs and À-la-carte Sessions
Workshop 8 - Registration Management

To ensure that the workshops are both effective and relevant, we invite you to review your current processes, whether they pertain to offerings, registrations, pathways, certifications, etc., so that our implementation advisory team can guide you towards the best solutions for your unique context. Your portal will therefore be organized and set up according to the image of your organization and its training project.

Each organization has its own level of mastery over its training project. If your project is in its early stages, we will ask you questions during the workshops to guide our approach and ensure we meet your specific needs. Conversely, if you already have a very clear and detailed vision of the outcome of your implementation, we will proceed with the portal configuration with you during the workshops.

Objectives: 

• Presentation of the portal, navigation, training and event catalogues, and categories ;
• Presentation of training types ;
• Detailed and brief presentation of training and introduction to the concept of templates ;
• Graphic standards and communications (Visual aspects: Colours, logo, and background image);
• Presentation of the interface and menu once logged in;
• Presentation of "Portal" settings;
• Filter groups;
• Featured;
• Technological infrastructure (URL [domain, subdomain], SSL security certificate, payment connector, email sending settings, and Google Analytics) ;
• Connections, account creation, and SSO – An overview ;
• Overview of the registration process (pricing and payment).

List of elements to consider for the next workshop:

• Create an official list of training types and categories for your organization;
• Choose a payment connector, open your client account with this provider;
• Launch the IT work in parallel with the implementation workshops;
• Consider the "personas" for the entire system: Who will use Lära?

Objectives: 

• Definition of personas for the entire system ;
• Definition of new rights and roles profiles ;
• Definition of organizational units, if necessary;
• Presentation of organizational chart and branches functions ;
• User profile and user creation form ;
• Presentation of custom fields and their scope ;
• User groups ;
• User creation and bulk import ;
• SSO planning.

List of elements to consider for the next workshop:

• Send the official organizational chart of your organization to SVI for configuration;
• Send the custom fields and account creation information to SVI;
• Launch the work on SSO in parallel with the implementation workshops;
• Practice bulk user import!

Objectives: 

• Definition of nomenclature (hours, credits, or CEUs) and fiscal year ;
• Definition of service providers and activation of payment methods, if necessary ;
• Registration and cancellation conditions ;
• Documents and lists from the providerfor trainers:
  • Attendance sheet,
  • Participant list,
  • Tent cards,
  • Badges;
• Bulk seat purchases and volume discounts ;
• Management of bulk purchases;
• Promotional codes ;
• Shopping cart process ;
• My profile, for autonomous users (certificates, receipts, registration cancellation, training summary, self-declarations) ;
• Self-registration methods for training (automatic, with authorization, with waiting list).

List of elements to consider for the next workshop:

• Consider registration, cancellation, and discount conditions and send them to SVI;
• Consider the types of registrations for your organization's training;
• Consider the training registration process;
• Inventory your organization's current training.

Objectives: 

• Nomenclature: programs and cohorts, training and sessions;
• Creation of a training and a session :
  • General information,
  • Visual,
  • Registration and catalogues (default values),
  • Administration,
  • Self-declaration,
  • Grading and certification,
  • Pricing (default values),
  • Forums;
• Training presentation templates and overview of the text editor (Froala);
• Introduction to training equivalencies (workshop 7);
• Association with a catalogue ;
• Certificates and certifications.

List of elements to consider for the next workshop:

• Inventory your organization's current training materials;
• Inventory the "Catalogues" as presented in the workshop;
• Inventory your organization's certificates and templates and send them to SVI;
• Inventory the training presentations and send them to SVI;
• Inventory the locations of your training;
• Practice creating training sessions!!!

Objectives: 

• Overview of session settings and content elements;
• Creation of an example location ;
• Creation of an example of each content element;
• Completion and prerequisites for content elements;
• Post-content review of session settings:
  • General information,
  • Duration,
  • Pricing,
  • Completion.

List of elements to consider for the next workshop:

• Consider the communications to send to users;
• Send SVI sample communications from your company;
• Practice creating training content in Lära!!!

Objectives: 

• Content (element management):
  • Completion of an element,
  • Attendance,
  • Manual registration for Via activity,
  • Correction,
  • Grade,
  • Results,
  • Additional attempts;
• Forum, participants, completion, statistics;
• My Resources;
• Content creation methods:
  • Bottom-up approach: From Training to My Resources,
  • Top-down approach: From My Resources to Training;
• Portal notifications
• Session notifications (training and events);
• Resource notifications;
• Promotional campaigns, writing to registrants.

List of elements to consider for the next workshop:

• Practice sharing, importing, and exporting resources!!!;
• Practice creating training content in Lära!!!;
• Practice creating and issuing promotional campaigns!!!

Objectives: 

• Creation of a training program and a cohort ;
• Adding blocks and training;
• Defining the parameters of training and blocks (session, completion, and prerequisites);
• Post-content review of cohort parameters:
  • General information,
  • Duration,
  • Pricing,
  • Completion;
• Catalogue mode;
• Training equivalencies; 
• Commitments, regulations, conditions, if workshop 9;
• Self-registration process for programs ;
• À-la-carte sessions and document visibility, if shopping cart;
• Registration surveys and pricing for à-la-carte sessions;
• Certificate for program and à-la-carte session (fields related to chosen activities);
• Program notifications and à-la-carte session notifications;
• Reports for à-la-carte sessions (Registration details).

List of elements to consider for the next workshop:

• Send SVI a sample "À-la-carte" certificate;
• Practice registering for your training and programs!!!;
• Practice creating training programs, blocks, and learning sequences!!!;
• Practice creating packages in an à-la-carte session!!!;
• Practice creating registration surveys!!!

Objectives: 

• Administrative registration without payment: user, group, branch, and import;
• Administrative registration with payment: user;
• Using the administrative "sessions" section;
• Using the administrative "Registrations" section;
• Registration status ;
• Cancelling a session by the organization ;
• Partial or full refund of a registration, individual or bulk ;
• Transferring registrations to another session or waiting list ;
• Manual management of the waiting list;
• Registration authorizations ;
• Transactions ;
• Service provider documents (receipts and invoices) ;
• Registration and transaction reports, training summary, and annual financial report.