|
Training Plan Worksheet for Practice Management Software
|
Self Paced WorkBook |
In-house Staff
|
On-Site
|
Web Based Training
Forum |
Outside Class |
|
|
|
|
|
|
|
|
|
|
|
||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
- Cost of Staff Time Out of Office |
|
|
|
|
|
|
- Cost from Atty. Time Out of Office |
|
|
|
|
|
|
|
|
|
|
|
|
___ # of Lead Staff / Project Manager |
|
|
|
|
|
|
___ # of Individual Users |
|
|
|
|
|
|
Charges - Hourly or per Class : |
|
|
|
|
|
|
Calendar, Contacts, Matters |
|
|
|
|
|
|
Document Related |
|
|
|
|
|
|
Email, Notes, Phone, |
|
|
|
|
|
|
Automated Workflow |
|
|
|
|
|
|
Reports and System Administration |
|
|
|
|
|
| Billing Matters - Basics | |||||
| Billing Matters - Advanced | |||||
| HotDocs - Basics | |||||
| HotDocs - Advanced | |||||
|
|
|
|
|
|
|
|
WorkBook |
In-house Staff |
On-site Trainer |
Taining and Support Forum |
Outside Class |
THE QUALITY OF INSTRUCTION |
|
|
|
|
|
|
- Trainers Knowledge of Product |
|
|
ü |
|
|
|
- and Knowledge of Your Practice |
|
|
ü |
|
|
|
- Live, Instructor Led |
|
|
ü |
|
|
- Training Workbook |
|
|
ü |
|
|
- Use of Actual Firm Data |
|
|
ü |
|
|
- Use of Practice Specific Examples |
|
|
ü |
|
|
|
AVAILABILITY AND CONVENIENCE |
|
|
|
|
|
|
- Class Frequency |
|
|
|
ü |
|
|
- Appropriate Duration |
|
|
|
ü |
|
|
- Location |
|
|
|
ü |
|
|
- Self Paced and Portable |
|
ü |
|
|
|
|
- Suitability for New User Orientation |
|
ü |
|
ü |
|
|
OTHER CONSIDERATIONS: |
|
|
|
|
|
|
- Unlimited Class Access
|
|
|
|
|
|
- Regularly Scheduled Classes |
|
|
|
ü |
|
|
- Knowledgebase |
|
|
|
ü |
|
|
- Question/Answers Forum |
|
|
|
ü |
|
- Documented Best Practices |
|
|
|
ü |
|
|
- Resources, Student Manual |
|
|
|
ü |
|
|
- Downloads |
|
|
|
ü |
|
|
- Videos |
|
|
|
ü |
|
|
- Refresher Courses |
|
|
|
ü |
|
|
- Follow-up with the Trainer |
|
|
|
ü |
|
|
- Lowest Cost Per Hour Per User |
|
|
|
ü |
|
Use this Training Plan Worksheet to quantify the costs and qualify other factors associated with each practice management training option. Enter your estimates for direct and indirect costs associated for each alternative. Also, check or rate those qualities of training, such as working with actual firm data, or instructor led classes, that are important to you. Whatever your limits for training time and associated budget, we hope this helps you determine the optimum strategy to achieve the best return from your investment in training.
For a PDF version of this form or if you care to discuss plans for your Time Matters Practice Management Training contact Premier at tcaffrey@premiersoftware.com or call us at (856) 429-3010. For additional resources visit www.premiersoftware.com or our support forum located at:
Click the following to visit:
http://support.premiersoftware.com/MT_Forum/
Click the following for an Overview and Pricing:
http://support.premiersoftware.com/MT_Forum/ .
TRAINING: Why You Need It, And The Best Way To Obtain It.
Well-known lawyer and legal technology authority Robert Fleming recently stated,[1]
“By far the most important component of case management software, however, is professional training. Do not skimp here—most commentators say that the purchase price of the software should represent only about half of the final cost, with most of the rest devoted to training, but I disagree. Expect to spend at least as much as the purchase price of the software, and preferably double that amount, on training. Train the whole staff. Provide extra training for a few staff members, chosen for their ability to become the cheerleaders for the program and to continue to spread ideas and tips among the other staff members.”
Well-trained staff who are proficient using your practice management system is an essential requirement for an efficient, high quality and profitable practice. Fortunately, you can maximize the return on your training investment by selecting your training options wisely. The good news is today’s technology has enabled new and compelling alternatives which were only dreamed of just a few short years ago.
What’s training strategy is best for your firm?
Each method has its advantages and disadvantages. The right choices and strategy will make a world of difference in the success or failure of your practice management system.
TRAINING ALTERNATIVES
Traditional Training:
> Training by Your Own Staff
> A Self Paced Book
> Using an On-site Trainer
> Classroom Training Outside Office
Newer, Web Based Training:
ü Use of an On-line Trainer
ü Recurring, Instructor Led Classes
ü Training Videos
ü On-line Documented Best Practices
ü Question/Answer Forum
ü Searchable Knowledgebase
See The MTM Forum with all of the above at:
http://www.premiersoftware.com/MTM%20Forum.htm
</