The Secrets for Creating a Successful Training Strategy

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The Secrets for Creating a Successful Training Strategy
February 14, 2019

Is a Training Strategy Necessary?

In any EMR project, the Training Phase is one of the costliest in terms of hours and manpower. Preparing to train hundreds of staff members is a daunting task.

How should you begin?

We recommend you begin with a thorough training strategy. Your ideas may not reflect the ideas or resources your executive team has in mind, so document your strategy and get it approved as early in the project as possible. This integral document will enable your executives to make the necessary plans and budgets and enable you to begin your planning with confidence.

When Atlanticon is asked to lead a training effort, we begin with our proprietary Training Strategy outline and adjust it for each client’s unique needs. Training is not an easy phase of any project, and there are many items to address. Our training strategy was developed by Brian Beals, one of Atlanticon’s senior PMs and Training Specialists, and has been utilized and refined over many years.

Establishing a Training Leader

As you approach your training phase, it is best to assign a Training Leader that is a veteran of training and who has exceptional organizational skills. This individual will be responsible for putting together your Training Strategy.

Since each hospital is vastly different, the training strategy can vary. What works for one may not work for another. Keep in mind that the strategy document should cover all the things you intend to do leading up to and during training and should guide your training team in the development of their approach.

What to Address in your Training Strategy Document

  • – Room space and location – Where will you train and how much space will you need?
  • – Is there a budget for training room setup?
  • – Type of training – instructor based, computer-based, etc.
  • – How many hours of training per employee?
  • – How many hours per employee type: nursing, registration, physician, etc.
  • – Will there need to be prerequisite classes?
  • – What automated tool will you use to schedule classes?
  • – Will you be reporting no-shows to management, and what corrective action will occur?
  • – Are you providing enough lead time for printing your class materials?
  • – How will physicians and their office staff be trained?
  • – Will you provide access to the training domain after training?
  • – Will you refresh your training domain with updates if the system is still being built?
  • – How much starter data will you need, and can you restore it after each class?
  • – Will there be a competency test at the end of the class?
  • – How much time will you leave between the last training class and activation?
  • – Will you distribute the production logins and passwords at the completion of class?
  • – Have you created job descriptions for trainers and targeted the right personalities?

Developing a good Strategy Document ensures your bases are covered before you embark on this critical phase of the project. Should you wish to discuss training ideas with one of Atlanticon’s training experts, please contact us at

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