Large Public Pension Fund

For all new processes and system functions, it is critical to ensure that the staff of an organization is properly prepared and trained. Linea employs the Prosci change management methodology to determine the best strategy for ensuring that individual projects or entire modernization efforts are well incorporated into company culture.

Linea staff took their benefit and insurance experience along with an understanding of the current staff, employer, and member-readiness and existing intellectual capital within the organization, and used Prosci's standard, structured approach to assess the organization and create a plan for transition. Our team gathered information through stakeholder interviews and analysis. We conducted a change impact inventory and performed a staffing needs assessment.

Based on our analysis of the information gathered, we created an Organizational Change Management (OCM) strategy, a communication and training plan, an employee engagement and resistance management plan, a sponsor roadmap and coaching plan. Key Performance Indicators (KPIs) for the projects were also identified. All of these artifacts drove training and new system acclimation.

Ultimately, the training program we created contributed to an improved corporate culture by helping to boost employee morale, which drove increased productivity and reduced turnover.

Some of the key critical success factors that Linea used in creating an effective training program for this client included having:

• Appropriate resources – Training lead and identification of a support team that represents all functions associated with training.
• Support and commitment – Engagement of management and subject matter experts in the training and transition process.
• Clear objectives and measures of success – Establishment of clearly defined training and support objectives to guide decisions.
• Understanding the impact – Understanding the business process, policies and procedures and translating those into appropriate training objectives, courses, and support materials.
• Instructional methods – Identification of the best course design framework that is consistent with corporate culture and building a network of support.
• Training methods – Identification of the methods of training delivery that add value and are aligned with stated training objectives.
• Training and Support materials – Development of materials that support staff readiness during and after formal training classes.
• On-going support – Preparation for user support post-implementation and determining methods of ongoing training for existing and new employees.