This process relates to the overall Academy program design, including the roadmap, prioritization, and periodic review of material.

High-Level Program Review Cycle

1. Initiate Annual Planning (Oct.)
2. Conduct Resource Review (Nov.)
3. Set Vision, Scope & Budget (Dec.)
4. Publish Annual Roadmap (Jan.)
5. Conduct Q1 Quarterly Review (Jan.)
6. Secure Contract & Staff Resources (Jan.)
7. Conduct Q2 Quarterly Review (Apr.)
8. Conduct Q3 Quarterly Review (Jul.)
9. Conduct Q4 Quarterly Review (Oct.)

Detailed Program Review Cycle

1. 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.

2. 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 decisionmakersdecision makers.

3. Set Vision, Scope & Budget (Dec.)

4. Publish Annual Roadmap (Jan.)

5. Conduct Q1 Quarterly Review (Jan.)

6. Secure Contract & Staff Resources (Jan.)

7. Conduct Q2 Quarterly Review (Apr.)

8. Conduct Q3 Quarterly Review (Jul.)

9. Conduct Q4 Quarterly Review (Oct.)