Case Study #2 - Training & Change MGMT 

Clinical Research Organization needed full training implementation and training to new clinical software after the previous software was sunset from the developer. Full analysis showed the initial training plan was not thorough enough to support the transition of an entire organization.

Timeline - 15 months

Organization size - 13k+ global team members and growing

This strategy included a full revamp of the previous training plan due to inheriting the project. A multi-pronged approach included instructional design, plus a change management and communication strategy due to the size and scope of the project. 

Build out an integrated training program to transition the organization into the new software, while minimizing impact to the day-to-day operations in old system.

• Training change management communication plan setting organizational expectations, staff expectations, training schedule, training resources, eLearning access.

• Orientation session to introduce new system to everyone and explain training process and timeline

• Super user training

• Onboarding training for each department

• Q&A/Lunch and learn series

• eLearning and compliance training

• Training resource center with help guides, job aids, and training schedule

• Executive buy-in resulting in 100% participation from all departments 

• Full implementation completed in 15 months

• 80% average score for compliance training within the first 8 weeks (users knew the program well enough to transition their book of business)

• Awarded project of the year by company President & CEO