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Plan on (and budget for) training before AND after go-live
14 November 2014, by , in Executive, IT, No comments

Over the past six months I’ve helped several associations go-live with their new association management systems. One thing that has struck me with each of these implementations is the importance of training not just before go-live, but after go-live as well.

The need for training before go-live is obvious. But why would you need training after go-live? Because the reality is, you don’t know what you don’t know. Once you’ve gotten into the system and really started using it, you’ll discover there are things you may (or may not) have covered during training before go-live that you’ll need to cover again after go-live.

One of the most common examples that I see is for training on querying and report writing. Even though most vendors will cover this prior to go-live, it often isn’t until you’re really using the system that you realize the breadth of the data you have. In addition, many of my clients discover with new systems that they start asking questions about the data that they’ve never asked before (or couldn’t ask before).

So as you plan for your new AMS, be sure to budget for training not just for before go-live, but after go-live, as well.

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“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

“We came to Wes because we were very frustrated with our existing AMS and we wanted to improve our capabilities as soon as practicable. Wes very quickly helped us through a process of identifying our needs, identifying potential vendors, and selecting a new system that we’ll be able to move into very quickly. I especially appreciated Wes’s candor about our processes as well as the systems we were looking at. He was a great resource to have in a period of high anxiety for our organization. I would highly recommend Wes for any similar project.”

Jack Chiasson, CMP Executive Director
National Association of Life Brokerage Agencies

“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

Mary Pat Paris
International Registration Plan

“This is the second database implementation we’ve done since I have been at Western Arts Alliance (WAA). The first I did on my own. This time we engaged Wes Trochlil as our database planning consultant. Let me tell you, this process is a whole lot easier having Wes on your team! For a small association like WAA, it’s tempting for board and EDs to question the justification and expense of a database planning consultant. But it’s the small associations that need Effective Database Management the most. Wes strengthened our planning process, clarified our needs requirements, helped us steer around solutions that couldn’t meet our objectives, and saved us money in the long haul.”

Tim Wilson, Executive Director
Western Arts Alliance

Tim Wilson
Western Arts Alliance
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