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This process relates to the overall Academy program design, including the roadmap, prioritization, and periodic review of material.
High-Level Program Review Cycle
- Initiate Annual Planning (Oct.)
- Conduct Resource Review (Nov.)
- Set Vision, Scope & Budget (Dec.)
- Publish Annual Roadmap (Jan.)
- Conduct Q1 Quarterly Review (Jan.)
- Secure Contract & Staff Resources (Jan.)
- Conduct Q2 Quarterly Review (Apr.)
- Conduct Q3 Quarterly Review (Jul.)
- Conduct Q4 Quarterly Review (Oct.)
Detailed Program Review Cycle
Initiate Annual Planning (Oct.)
The Annual Planning meeting kicks off a new training program cycle. We begin in Q4 so as to align with the foundation’s Hoshin and budget process.
Attendees
- Training Program Lead (facilitator, required)
- Sponsors and Leaders (anyone who must agree with planning outcome, required)
- Stakeholders (everyone who should be informed or aware, optional)
Activities
- Kickoff meeting for annual planning. Review process with stakeholders. Note specific dates for input, finalization.
- Conduct retrospective on current year. Celebrate success. Acknowledge boo-boos.
- Discuss high-level issues, proposed program-wide changes.
- Set vision for next 12 months.
Conduct Resource Review (Nov.)
- Conduct sunset review, identify material for archiving.
- Conduct gap analysis, identify new training not in backlog.
- Discuss and agree on priorities with decisionmakers.