New User Learning Rubrics

Hi Kristin - I sort of do. There is a basic onboarding that we do to make sure people can log in, access trainings, and know the basics (searching for records and how to navigate through them) so they don't have to complete the trainings before being able to do any work with Tess. We generally set up a training plan depending on the user's job description and have a general time frame they should complete it by. I also schedule out check ins once per week for a month from our onboarding so they can ask questions between doing the trainings. 

I also do a monthly-ish continuing education program that goes over difficult concepts or things that the org needs a refresher on (lists/extractions, memberships, analytics, etc). That is on the way towards being fleshed out as a power user certification program with basic requirements. Anyone who wants the privilege's of being a power user need to be able to complete those goals and demonstrate competence in their core function/training track. 

Happy to answer any questions if you have them. 

It's not a rubric but we have training tracks (all outlined in a Word document) based on user group that provide the training videos, worksheets, etc needed to be successful in that user group. Every phase in the track has to be completed and all worksheets "graded" to gain access to Production for that user group. There is also a general "Getting Started in Tessitura" document that provides some background on Tessitura, our history with Tessitura and how to access all the important things (this website, help system, how to login, how to contact support, etc). That is the only document that really encompasses information that absolutely every THS user must have. 

Definitely working towards having a full training rubric to easily reference outside of the tracks so that we can more easily provide objectives etc. We're also working on a survey by user group/department that will be sent out at least once a year to gauge proficiency/comfort with functionalities within the system so that we can make sure to offer further retraining on those areas that users feel less comfortable with. The rubric and the survey will go hand in hand.

Thank you both! This is really helpful. How much do your training plans include your own material vs. material from the Network? If either of you are willing to link some of the things you described, that would be great! 

I'd say it's a fair mix between our company material and the Network material. We definitely use the videos here: Online Courses (tessituranetwork.com) but tailor down to specific job functionalities (for example, I list which modules they should focus on and when - not just saying "watch this whole playlist") and interspersed with our own documentation surrounding our business practices.

Here is what our table of contents for the Getting Started doc looks like!



And one for our Development Processor user group (the run times reflect the Tess videos from the link above that I reference to watch at that point):