ERP Template - Training Plan

ERP User Training Plan  XLSX

ERP_Sherpas_Training_Plan.xlsx

A five-sheet ERP training plan workbook covering training strategy and guiding principles aligned to the ADKAR and McKinsey 7-S frameworks, a role-based training curriculum matrix, a phased training schedule (from foundation awareness 14 weeks before go-live through to hypercare refreshers), an attendance and completion tracker, and a training effectiveness assessment framework. The strategy section articulates six guiding principles including training on the configured system, role-based design, hands-on practice, and close-to-go-live timing.

For a PM, an underpowered training programme is one of the most reliably destructive forces on post-go-live adoption — this workbook provides both the planning structure and the measurement framework to confirm that training has been completed and its effectiveness assessed before go-live, rather than after.