Custom-Education

Custom Education: Onsite Workshops and Online Webinars

Determine current environment and reason for the workshop/webinar
Determine content and prepare materials (existing content or new)
Deliver session on-site or online
Post session evaluation and follow-up

 

DAYS OF SUPPORT (ON-SITE /OFF-SITE): 3 – 6 DAYS:
VARIABLES 
Scope and content of workshop or webinar
Duration of session
Location and number of times delivered

 

 

Cost Justification and Business Case Development

Interviews with department leaders, staff and senior management and other Subject Matter Experts representing all functional and technical requirements/scope
Provide “sample” client cost justification/business case presentations
Creative “brainstorming” sessions with Project Team to develop approach/content/style to satisfy business case preparation requirements

 

DAYS OF SUPPORT (ON-SITE AND OFF-SITE): 6 – 14 DAYS:
VARIABLES
Scope of functionality
Complexity of project environment
Corporate culture

 

Cost-Justification
Strategic-Planning

HR Technology Strategic Planning

Creative “brainstorming” sessions with Project Team to develop Strategic “Foundation Statements” in alignment with overall mission/vision
For each “Foundation Statement” development of Tactical Initiatives detailed by staffing requirements and timing of deliverables
Production of presentation materials orientated to gain executive sponsorship and appropriate funding
On-site participation in Board of Directors/Executive committee presentation
Prepare formal HR Technology Strategic Plan document
Prepare findings/solution document in response to a specific strategic issue/question

 

DAYS OF SUPPORT (ON-SITE AND OFF-SITE): 6 – 14 DAYS:
VARIABLES 
Scope of functionality
Corporate culture and decision making

 

 

Needs Analysis – Requirements Definition

On-site meetings to review current HR Technology Service Delivery environment
Determination of approach to information gathering, focus groups, presentations, face to face interviews, and use of custom developed Needs Analysis questionnaires – for staff, for senior leadership etc.
Preparation of User (“Do-er”) and Management (“Visionary”) Questionnaires
On-site interviews and Questionnaire review
Documentation of Requirements
Determine Priority of Requirements with Users and Project Team
Convert to HR Technology processing “Scenarios” including use of industry recognized “Best Practices”

 

DAYS OF SUPPORT (ON-SITE AND OFF-SITE): 5 – 8 DAYS
VARIABLES:
Corporate Culture and Structure
Number of planned for interviewees
Number and Types of Questionnaires developed
Number of Focus Groups
Scheduling and locations considerations

 

Needs-Analysis
RFP

Request for Proposal (RFP) or Request for Information (RFI) preparation

Develop Request For Proposal (RFP) or Request for Information (RFI) document:
Reconfigure Needs Analysis findings into specific
RFP content and format
Provide proven prototype questions for all basic HR, Payroll, Benefits functional requirements
Provide proven technical questions for all vendor provided delivery issues including Backup, Security, Privacy and Cyber Threat protection.
Provide content to elicit vendor experience, qualifications, financial stability as well as differentiations
Document all procedures for vendor submission including deadlines and communications
Determine vendor pool and document include and exclude rationale as appropriate
Format the RFP or RFI ready for distribution

 

DAYS OF SUPPORT (ON-SITE AND OFF-SITE): 6 – 12 DAYS
VARIABLES:
Complexity of HR, Payroll and Benefits requirements
Timing considerations and any deadline concern
Project Team oversight, review and approval timeframes

 

 

Vendor Evaluation and Selection

Provide “first read” and note taking tools for Project Team members
Provide scoring and rating scales for consideration by Project Team
Facilitate Project Team discussions to determine “finalists”
Develop on-site demonstration procedures/agenda-coordinate with vendors
Facilitate Pro/Con discussions at conclusion of each presentation demo day
Provide Finalist Reference questions and checklists
Provide Project Team with list of “Final Factors” for team discussion and weighting
Notifications to all bidding vendors – win or lose
Direct contract negotiations on behalf of client
DAYS OF SUPPORT (ON-SITE AND OFF-SITE): 15 – 30 DAYS:
VARIABLES 
Number of vendors under consideration
Desired scope of functionality – which influences number and duration of product demonstration days for each vendor
Overall project team communications and responsiveness

 

Vendor-Eval
Contract-Negotiation

Contract Negotiation and Service Level Agreements

Initial contract review– suggested modifications based on experience
Prepare and document Service Level Agreement (SLAs) additions
Liaison with Legal representation at client and at vendor
Review contract drafts and proposed language
Final contract negotiations

 

DAYS OF SUPPORT (ON-SITE AND OFF-SITE): 8 – 16 DAYS:
VARIABLES
Scope of functionality and type of service delivery
Complexity of legal administration of both client and vendor
Complexity of submitted template contract from HRMS provider

 

Metrics for HR and Executives

Determine types of metric sand delivery platform desired
Prepare list of potential metrics- prioritized based on need
Evaluate effectiveness of current systems to produce
Work with HRMS provider to integrate new metrics into delivered functionality
Documentation of calculation and data content needed
Prototype display of graphical depiction or dashboard visuals

 

DAYS OF SUPPORT (ON-SITE AND OFF-SITE): 3 – 10 DAYS:
VARIABLES 
Scope and content of metrics
Ability of existing HR Technology to generate specific metrics

 

Metrics-for-HR
Project-Oversight

Project Oversight — Vendor Communications and Control During Implementation

On-site meetings to review current HR Technology processing environment
Vendor liaison
Identification of deliverables
Project Schedules (Gantt)
Determine Project Team structure and organization
On-site Project Status meetings
Documented Project Status reports
Preparation of, presentation of Project Plan
Member of Advisory/Steering Committee

 

DAYS OF SUPPORT (ON-SITE AND OFF-SITE):
VARIABLES 
Scope of functionality
Complexity of project environment
Degree of project management support requested

 

 

Webinars/On-site Presentations for Executives and Project Team — “The State of HR technology”

Examples of  delivered full day or multiple day Webinars or On-Site Training: One Hour or more:
“Positioning your HR Technology to Gain Strategic Value”
“HR Technology Project Team Building”
“Principles of Human Resources Management Systems (HRMS)”
“Emerging Technologies Impact on the role of Human Resources”
“The Strategic HRMS”
“Heroic HR”
“The Needed Role of HR in Instilling Workforce Cyber Threat Awareness

 

DAYS OF SUPPORT (ON-SITE AND OFF-SITE): T.B.D.
VARIABLES:
Customization of topic, message, media and delivery
Number of participants
Locations

 

Educational-Seminars