# Plan end-user training for a new system or process rollout

A role-based training plan for launching new software or a process change, including super users, sandbox practice, and go-live support.

- Topic: Projects & Operations
- Framework: Few-Shot
- Level: Standard
- Tags: Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/plan-end-user-training-for-a-new-system-or-process-rollout

## Prompt

```text
Help me plan end-user training for a new system or process rollout.

**What is changing:** [e.g. "moving from spreadsheets to a new CRM", "new expense process"]
**Go-live date:** [DATE]
**User groups and numbers:** [ROLES, LOCATIONS, SHIFTS]
**What each group must be able to do on day one:** [KEY TASKS BY ROLE]
**Available resources:** [training environment/sandbox, vendor materials, super users, trainers, budget]
**Known resistance or risks:** [DETAILS]

Plan principles:
- Train by role and task, not by system menu. People learn the 5-10 tasks they need, not every feature.
- Train close to go-live (ideally within 2 weeks) so skills are not forgotten, with hands-on practice in a sandbox using realistic data.
- Use a super-user or champion network for floor support.
- Plan for go-live and the weeks after: most learning happens when people hit real cases.

Return:
1. A training needs matrix: Role | Tasks required at go-live | Proficiency needed | Training method | Duration.
2. A timeline from now to 60 days after go-live, aligned with the project plan.
3. Super-user program: selection criteria, training, responsibilities, time commitment.
4. Materials list: quick reference guides, short videos, sandbox exercises, FAQ.
5. Go-live support plan: floor walkers, help channels, office hours, escalation path.
6. Readiness criteria: how we know users are ready before go-live.
7. Risks (e.g. sandbox not ready, process not final) and mitigations.
```

## What to fill in

- DATE
- ROLES, LOCATIONS, SHIFTS
- KEY TASKS BY ROLE
- DETAILS

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.