"Dig For Victory" - The Intranet Portal Guide

 

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Image of a hatching chick - symbolising your Intranet Portal Training Plan

What we have to learn to do, we learn by doing." -- Aristotle (384-322 BC), Greek philosopher)
 

Training? On an intranet? Why?

Hmm. Aristotle does have a point! In one sense the beauty of hyperlink based technologies is that they are very intuitive to use and the best way to learn is arguably by using the technology.

However, formal user training may well be required on your project in a number of areas that are, perhaps, less intuitive. I will take each in turn:
 

Content Management Systems (CMS)

If you are implementing a CMS with the portal (whether as a standalone package or by using a rudimentary system that is integral to the portal product you have purchased) then some from of user training is essential.

In a CMS, there are three key roles; (a) the author, using standard, pre-supplied templates to build pages, (b) approvers, who sign-off to say the paged are 'good to go' and (c) deployers. who post to live.

A separate training course is probably required for all three roles (although distributed learning techniques could probably be used for all but the latter).
 

Collaboration Technologies (Teamrooms)

Some portal products incorporate workgroup technologies that allow people to share calendars, allocate tasks, thread discussions and manage documents.

Where you are deploying teamrooms, there are a number of specific technical - and behavioural - skills that need to be trained, so that teams extract the best value from working with the technology.

For example, people need to get out of the habit of holding long discussions by email (with multiple cc:s) and emailing different versions of documents to each other and then storing them locally.

It is likely that you will also wish to delegate certain community moderation and administration responsibilites to super users within the business. There will, again, be particular skills associated with this that will require training.
 

In-line help and training

Whilst intranet technologies are otherwise fairly intuitive, it makes sense to take advantage of the hyperlink structures to add context-specific, in-line help on particular portal functions.

For example, if you have a personalised part of the portal set-up, which users can configure, you are likely to improve the uptake of this by drawing attention to it and providing in-line help to users exploring the function for the first time.

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The Training Plan

The following five-step approach should be used to put together your plan. Where time and resources permit, the formal tools (see right) may prove useful.

1
2
3
4
5

Training Goal - the overall results / capabilities you hope to attain by implementing your training plan

Learning Objectives - what the user will be able to do as a result of the learning activities in this plan

Learning methods / activities - what user will do (classes, tutorials, etc.) to achieve the learning objectives

Evidence of learning - these are results that someone can see, hear, feel, read or smell

Evaluation & Certification - to review & assess the quality of evidence and judge whether the learning objectives were achieved or not

Training Resources

You should consider the extent to which the existing training resources of your training functions in HR and IT can take on the Intranet training piece. It does not make a lot of sense to re-invent the wheel and, besides, the behavioural and technical elements should be bread-and- butter for these guys!

It is also a sensible approach to utilise the Professional Services Organisation of your chosen
vendor to work with your existing teams to design the plan and courses. Then you can manage the
actual training yourself.

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More about Aristotle
from the Internet Encyclopedia of Philosophy, including his life, writings, ethics and politics.

Training Plan for a CMS (doc)
Template for training users in use of a Content Management System (CMS)

Writing a Training Plan
Complete Guidelines to Design Your Training Plan, from the excellent Free Management Library (over 600 topics of interest to the business manager)

Free Training Tutorials
From the fabulous FreeSkills.com site (lots of free online tutorials and courses submitted by training organisations).