InfoTool® Train-The-Trainer
Advanced Certification Seminar
April 11-13, 2008
T he following Agenda provides you with an overview of the InfoTool Certification
training seminar. By the end of this training (8 Workshops over 3 days)
you will be able to:
Train others in the planning, development and deployment of InfoTool
surveys
Create realistic plans and timetables for the deployment and administration
of an Infotool survey
Identify 'lessons learned' from an InfoTool survey and articulate
them to senior management, direct reports, clients (internal and external),
employees and others
Design and write survey content
Understand survey administration options and their advantages/disadvantages
Identify critical components of effective pre and post survey communications
regarding InfoTool survey deployment, expectations, results, feedback
and action planning
Be ready with an e mail methodology to notify employees to take
the survey
Create a plan for monitoring survey progress
Workshop 1: Introduction and Overview
Introduces participants to the material (tool and surveys) and provides
an overview of the 3 days of training. This session is intended to set
expectations, provide context for the training, and create a comfortable
learning environment.
Lesson 1: Enabling Objectives
o Purpose of Surveys in OD
o Surveys as a means to an end.
o What do you already know about surveys? Brainstorm and discussion.
Lesson 2: The Power of Infotool: An Overview
o Sample surveys, sample results
o Infotool differentiators
- Graphical interface
- Ease-of-use
- Customization
- Ease-of-access
- Ability to upload previous surveys and results
Workshop 2: Customizing an Infotool Survey
Identifying survey parameters
Pricing an Infotool Survey
Customizing the survey: Survey Workbooks
Setting survey parameters: Local Administrator functions
Workshop 3: Planning & Deploying the
Survey
Project management-- a methodology for establishing and outlining
project tasks, timelines, and resources, survey administration and
communications
Participants will be broken down into teams, given an InfoTool
application and solution, and then provided time to develop a survey
Plan. The teams will present their plans during
Workshop 6
Workshop 4: Navigating and Interpreting
Survey Results
Several lessons, each covering one or more related analytical views,
comprising detailed walk-through of sample results, with team exercises
to illustrate options and illuminate findings, and interpret performance/satisfaction
gaps.
By the end of this module, participants will be able to:
Take a tour through the survey results
Explain the meaning of key statistical concepts terms, including
mean, standard deviation, significant difference, sample size, etc.
Drill down into the data using demographics
Sort critical elements in the data, create an initial interpretation
Explain correlations
Road map solutions linked to critical success factors, a few tools
Workshop 5: Presenting survey results
to Senior Management
Preparing the Executive Briefing-- creating permanent documentation
of survey research assumptions, methodology, and findings for current
and future decision makers in the organization
Summarizing and reviewing the data
Review elements of an effective report
Workshop 6: The Team Challenge
Teams identified in Workshop 3 will present their workbook solutions,
survey designs and explain survey rationale, desired outcomes and
potential action plans.
Workshop 7: Selling an Infotool Survey to
Management and clients
Strategies and Techniques for selling an Infotool survey
Infotool best practices
Workshop 8: Reseller Update
Resellers will learn about changes to the 2008 InfoTool Reseller
program including pricing, commission structures and sales objectives
