Tracking employee training

I think there is a way to use Plans to track training but we haven't implemented that yet.  This MIGHT have been something covered at the conference this year, but I'm not sure.. ... 

Good luck!  Training staff is always challenging!

Thanks, Tiffany! I'll look into that.

Hi Jennifer,

You could also use activities to track this. That way you would have a date the training was done.

Susan

Hi Jennifer,

I'm just looking at starting something similar and wondered whether you had implemented plans to track training at all? Would be interested to hear how you manage tracking staff training, just weighing up all the different options - activities / csis / plans etc!

Thanks,

Chloe

I also have been looking into using Plans for tracking training.  We are also looking into creating a Tessitura certification program as well.  I have played around a bit in our test environment and would love to hear if others are looking into using plans as well.

If there was a presentation at the Conference does anyone know where to find it in the archives?

Here is what I have done so far:  Because Plans use campaigns I created a campaign named Training.  I thought I could also create designations for specific areas of training in our organization if needed.  I created Status such as Session Assigned, Session Completed, Session Cancelled, Certified Level 1, Certified Level 2, etc.  Like Designations, Plan Source could also be used to segment types of training.  For my step type I have, Assigned, Completed, Cancelled, Declined.  I was planning on using Step Notes to record what type of training was assigned and also attach any documents assigned or links to webinars.  That's about a far as I've played with it.

After doing some initial poking around in Tessitura, my hunt took me a different direction. Other departments who are not Tess users also expressed a need to track training, so we've been looking into some different LMS options that could be used across our organization. In particular, we've been in discussion with NonProfitReady+.

I am still interested in the Tess option, as a possible stop gap solution for our cashier training until a larger organization-wide option can be implemented. So thanks for the thoughts and discussion!

We use Shiftplanning. It is an employee scheduling, timeclock and communication software but also has a training module. You can create as many topics as you want.

Daniel Williams

Flat Rock Playhouse

-edited post for typo

LOL.  Yeah so that would be Shiftplanning I reckon: https://www.shiftplanning.com.  Looks interesting, and I think the mistake name might have had some useful applications too.

This is brilliant, thanks everyone shall take a look at the different options!

This thread has really amused me this morning too...!

Diolch/Thanks

Chloe

Yes, I am still laughing.  What a great way to start a day :)

Hahaha! Fantastic!

Hi Jennifer,

One other resource that you might want to check out is a website called Process Street:

www.process.st

The site is in its early stages (so they keep adding / changing features on a regular basis), but the idea is that you make templates of checklists. (So for instance, it could be a checklist of training webinars to watch. Or it might be a checklist of the particular steps you need to follow to process a certain type of donation.)

Where it gets brilliant is that you can then assign the checklist template into a very specific checklist for a specific staff member. You can then track how far through the checklist they are and whether they have completed it. There is also the facility for comments on each step, so if they have help, you can chat with them, etc. Then you just archive the list when it's done.

Check it out. You might find it helpful. I've started to use it, not so much for staff training yet, but for documenting yearly processes and complicated CRM jobs (like data preparation for subs mailout!) that are worth documenting.

Hi Jennifer, 

Just wondering your experiences with your LMS.  We are looking at an LMS for our academy (priority to video capability) and were interested in any Tess org's toughts.

Cheers,

Heath