Capturing lessons learned/best practices from Tableau training

[shapaklyak]

please add to this list in the comments and i will compile. thanks!

• Pre-training assessment helpful in fine-tuning training objectives and setting up for training evaluation/knowledge check
• Sending a "getting started" video for participants to watch prior to the training
• Highly recommended pre-work (rather easy) to get comfortable clicking in Tableau
• Detailed handouts (step by step) were helpful to keep participants on track and following trainer steps
• Best practices list developed for items that did not have space in the agenda
• Having sufficient # facilitators who understand the content and structure of the training
• Establish expectations of what the training will and will not cover from the start
• Identify which questions need to be tabled --> "Parking Lot"
• Establish understanding that not one way is the "right way" but there are multiple ways of doing something and just showing one way of how to do XYZ (ex. Subset and reshaping datasets)
• Set up resource list of best practices, training materials along the way as you develop training content (you won't be able to get to everything, especially advanced topics)
• Community of practice and where to get help along the way after the training - whether it's a Slack channel, email listserv, etc.
• Addressing participants who prefer to attend virtually - how will you support this during the training?
• Set the expectation especially for an interactive training that is best served in person.
• Identify facilitators early on
• Identify content developers & presenters early
• Test out code/content on at least 2 other computers to ensure compatibility
• Consider doing a run-through of the agenda and code from start to finish
• Organize office hours before the training to review any pre-work, answer any questions about software set up, etc. helpful in getting over those humps before training day
• Leave time for evaluation before the close of training otherwise participants won't do it.

[shapaklyak]

Tableau training evaluation results

20180717_Evaluation Summary.pdf

[shapaklyak]

Please review attachment by COB Friday, 8/3 Plan to submit to leads on Monday 8/6.

DIV TableauTrainingBestPracticesLLs_20180731.docx