ERP USER TRAINING & ADOPTION CHECKLIST

Created by ChecklistGuro (https://checklistguro.com)


--- PRE-TRAINING PLANNING & ASSESSMENT ---
[ ] Number of Users Requiring Training
[ ] User Skill Levels (Current ERP Experience) (Beginner, Intermediate, Advanced, No Experience)
[ ] Specific Training Needs Identified
[ ] Training Needs Assessment Completion Date
[ ] Primary Learning Style Considerations (e.g., visual, auditory, kinesthetic) (Visual, Auditory, Kinesthetic, Mixed/Unknown)
[ ] Notes/Comments on Skill Assessment

--- TRAINING CONTENT & DELIVERY ---
[ ] Training Delivery Method (Live Online, In-Person, Self-Paced E-Learning, Hybrid)
[ ] Number of Training Sessions
[ ] Training Start Date
[ ] Typical Session Length (hours)
[ ] Content Formats Used (Presentations, Videos, Interactive Simulations, Job Aids)
[ ] Brief Description of Training Materials
[ ] Sample Training Presentation (Optional)

--- ROLE-BASED TRAINING MODULES ---
[ ] Module Completion: Order Processing (Complete, In Progress, Not Started)
[ ] Module Completion: Inventory Management (Complete, In Progress, Not Started)
[ ] Module Completion: Financial Reporting (Complete, In Progress, Not Started)
[ ] Score on Post-Training Quiz (Order Processing)
[ ] Date of Training Completion (Inventory Management)
[ ] Notes on User Performance (Sales Module)

--- TRAINING ENVIRONMENT & RESOURCES ---
[ ] Number of Training Systems Available
[ ] Physical Training Location(s)
[ ] Scheduled Training Environment Refresh Date
[ ] Training Environment Access Instructions Document
[ ] Training Environment Accessibility (e.g., VPN, Dedicated) (VPN, Dedicated Network, Web Browser)
[ ] Notes on Training Environment Performance/Stability
[ ] Number of Support Staff Available During Training

--- POST-TRAINING EVALUATION & FEEDBACK ---
[ ] Overall Training Satisfaction (1-5, 5=Excellent)
[ ] Was the training content relevant to your role? (Yes, No, Somewhat)
[ ] What were the most valuable aspects of the training?
[ ] What suggestions do you have for improving the training?
[ ] Do you feel confident using the new ERP features? (Yes, No, Somewhat)
[ ] Time spent completing training tasks (in hours)

--- USER ADOPTION MONITORING & SUPPORT ---
[ ] Number of Users Actively Using ERP
[ ] Number of Help Desk Tickets Related to ERP
[ ] User Proficiency Level (Self-Assessment) (Beginner, Intermediate, Advanced)
[ ] Modules Users Are Struggling With (Finance, Inventory, Sales, Manufacturing, HR)
[ ] Last Support Interaction Date
[ ] Notes from Support Interactions
[ ] Overall User Satisfaction (Post-Support) (Very Satisfied, Satisfied, Neutral, Dissatisfied, Very Dissatisfied)

--- CHANGE MANAGEMENT COMMUNICATION ---
[ ] Executive Summary for Communication
[ ] Communication Plan Start Date
[ ] First Communication Rollout Date
[ ] Communication Channels Used (Email, Intranet, Team Meetings, Company Newsletter, Posters/Flyers)
[ ] Communication Lead Name
[ ] Communication Frequency (e.g., Weekly, Bi-Weekly) (Daily, Weekly, Bi-Weekly, Monthly)
[ ] Sample Communication Message (Draft)

--- PERFORMANCE METRICS & REPORTING ---
[ ] Percentage of Users Actively Using ERP
[ ] Average Time to Complete Key Tasks (Post-Training)
[ ] Number of Support Tickets Related to ERP Usage
[ ] Overall User Satisfaction (1-5 Scale) (1 - Very Dissatisfied, 2 - Dissatisfied, 3 - Neutral, 4 - Satisfied, 5 - Very Satisfied)
[ ] Data Entry Error Rate (Post-Training)
[ ] Date of Last Performance Review Related to ERP Adoption

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