SAMPLE Training Requirements Document & Project Plan Train-The-Trainer Technology/Product/Solution Course TRD# 022806

Project Name:

NLayers Inc. Training Requirements Document & Project Plan NLayers Train-The-Trainer Technology/Product/Solution Course

Prepared By: Date Last Revision Started:

Otis Millbrook Saturday February 25, 2006

Train-The-Trainer (T3) & Certification Program

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Table of Contents
EDUCATIONAL PRODUCT DEVELOPMENT REQUIREMENTS .......................................... 3 TRAIN-THE-TRAINER (T3) & CERTIFICATION PROGRAM TRD EXECUTIVE SUMMARY .... 3
PRODUCT AND MARKETING INFORMATION ........................................................................................ 3

INSTRUCTORS & INSTRUCTOR TRAINING ................................................................... 4

TRAIN-THE-TRAINER PHASES ......................................................................................................... 4 TRAIN-THE-TRAINER (T3) & CERTIFICATION PROGRAM OUTLINE ...................................................... 5

EDUCATIONAL PRODUCT / SERVICE JUSTIFICATION ................................................... 6

PRODUCT / SERVICE SPECIFICATION ............................................................................................... 6

PROJECT DELIVERABLES INFORMATION .................................................................... 7

EDUCATIONAL PRODUCT PROJECT DELIVERABLES ........................................................................... 7 SPECIFICALLY EXCLUDED DELIVERABLES ........................................................................................ 7 PROJECT CONSTRAINTS ................................................................................................................. 7

PROJECT PHASE DESCRIPTIONS & COMPLETION TABLE ............................................ 8

COURSE DEVELOPMENT SERVICES ................................................................................................. 8 HANDLING CHANGES TO PROJECT SCOPE ....................................................................................... 9

EDUCATIONAL PRODUCT PERFORMANCE ENHANCEMENT OBJECTIVES ..................... 10

EDUCATIONAL PRODUCT PROJECT LEARNING MODULES CONTENT REQUIREMENTS ........................10

BUSINESS CASE.................................................................................................... 11 EDUCATIONAL SERVICES BUSINESS CASE .............................................................. 11

COMPETING TRAINING PRODUCTS .................................................................................................11

AUDIENCE REQUIREMENTS .................................................................................... 11

NEEDS ASSESSMENT ....................................................................................................................11 PREREQUISITES ...........................................................................................................................11

EDUCATIONAL PRODUCT CERTIFICATION REQUIREMENTS ........................................ 12 REVIEWERS .......................................................................................................... 12 REFERENCES ........................................................................................................ 12

POSSIBLE CONTENT SOURCES ......................................................................................................12 CONTACT LIST..............................................................................................................................12

NLayers Educational Services

By Otis Millbrook

Train-The-Trainer (T3) & Certification Program

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Document Revision History TRD Revision #: 1 First revision to initiate work on the product. Date of Revision: Thursday February 23, 2006 Author: Otis Millbrook

Educational Product Development Requirements

The NLayers Technology/Product/Solutions Curriculum has the following development requirements: New Train The-Trainer (T3) & certification program ready for worldwide delivery after May 22, 2006 (covered in this Training Requirements Document (TRD)). New 5 day modular Technology/Product/Solutions training course ready for worldwide delivery - after April 17, 2006 (covered in a separate TRD).

Train-The-Trainer (T3) & Certification Program TRD Executive Summary

Product and Marketing Information
Train-The-Trainer (T3) & Certification Program is a leader-led modular training program that provides internal and external instructors with the opportunity to become certified to teach Nlayers 5 day modular Technology/Product/Solutions training course.

NLayers Educational Services

By Otis Millbrook

Train-The-Trainer (T3) & Certification Program

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Instructors & Instructor Training

Train-The-Trainer Phases
It is envisioned that as part of their implementation strategy, NLayers partners will have a need to certify instructors, to train end customers on NLayers products & services. It is NLayers intention to have processes, programs and personnel available in support of all train-the-trainer (T3) activities. NLayers will offer T3 sessions governed by standard NLayers instructor guidelines. If a PARTNER chooses to have NLayers supply, an instructor to either teach an end user class or conduct a T3 session the PARTNER will give NLayers 30-45 days advanced notice. The T3/instructor certification process will consist of the phases shown in the table below:
Phase Name and Description NLayers Instructor Role Teach the class as a regular instructor PARTNER Person Role Participate in the class as regular student

Student: this phase entails having the person desiring to be certified as an instructor sit through a regular class that is taught by an NLayers instructor utilizing the standard courseware. All class participants have an equal chance to participate in a normal classroom setting and having their questions answered. Team-Teach: In this phase PARTNER personnel who anticipate becoming a Certified NLayers Instructor are given the opportunity to team with a Certified Instructor from NLayers. Topics presented by the PARTNER person are pre-selected and discussed with the NLayers instructor beforehand. All pre-class interaction between the PARTNER person and the NLayers instructor is designed to provide guidance and a more in-depth level of understanding of the topics to be presented by the person seeking certification. The goal during this phase is to have the PARTNER person present between 70-80% of all course topics before a live audience. Classroom sessions during this phase will be video taped. During this phase, an evaluation form is prepared on each certified instructor candidate and discussed with him/her at strategic points throughout the course. Certified Instructor candidates are given a class Instructor Guide and a set of PowerPoint slides prior to the start of phase II that are to be utilized by the candidate to teach his/her portion of the class.

Team-Teach

Team-Teach

Solo: This is the final phase of the NLayers Instructor Certification Process. During this phase, the PARTNER person seeking certification as an instructor is expected to teach 100% of the class topics. All classroom sessions during this phase are video taped and a pass/fail evaluation is given at the end of the course.

Observer

Teach the class as a regular instructor

NLayers Educational Services

By Otis Millbrook

Train-The-Trainer (T3) & Certification Program

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Train-The-Trainer (T3) & Certification Program Outline

The modular outline for this program will be: A. NLayers Product Overview 1. NLayers InSight Appliance Overview 2. Benefits 3. Technology and Architecture 4. How it Works (Passive Discovery, Active Discovery, User Interface) 5. InSight process (Model, Optimize, Track) 6. System Requirements 7. Appliance Specifications 8. Appliance Installation B. InSight Installation Process 1. Installing the Linux ISO CD Image 2. Installing InSight 3. Installing InSight Active Discovery on Windows 4. Modifying the InSight configuration 5. Enabling/Disabling Active Discovery 6. Modifying System configuration for non x306 server 7. Starting the nLayers InSight Console C. NLayers Application Behavioral Modeling Engine (ABME) 1. Passive, non-invasive network traffic listener 2. ABME monitoring ports connections 3. InSight applications and protocols 4. InSight extensibility

D. NLayers J2EE based Server 1. CMDB Repository 2. Tracking Services 3. Analytics Services 4. Optimization Services E. Discovering & Monitoring The Network Using InSight 1. Inventory Page 2. Relationships Page 3. Summary Page 4. Business Applications 5. Alerts 6. Actions F. InSight Report Generation 1. Inventory Reports 2. Dependency Reports 3. Demand Reports 4. Configuration Reports 5. Exporting and Printing Reports

NLayers Educational Services

By Otis Millbrook

Train-The-Trainer (T3) & Certification Program

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G. Managing InSight 1. Groups 2. Passive Discovery 3. IP Scanning 4. Active Discovery 5. Monitoring 6. Discovery Library 7. Fingerprints 8. Users 9. System 10. Connectors H. Solving Business Initiatives 1. Application Consolidation 2. Application Upgrade 3. Application Migration 4. Mergers and Acquisitions 5. Disaster Recovery Planning 6. SOX Compliancy Audit I. Active Discovery Configuration 1. Fire Walls 2. SNMP 3. SSH 4. Telnet 5. WMI

Educational Product / Service Justification

Some of partners recruited to resell InSight 4.5, will desire train their end customer this fact also has the added benefit of allowing NLayers to leverage additional instructor resources. The resulting training and certification will play a vital role in helping to ensure customer mindshare in the marketplace.

Product / Service Specification

Training materials developed during this project will be modular, and material developed to support each section of the course outline will be able to stand on it's own. All training material developed to support each section of the outline will be task specific addressing tasks that are specifically performed by the audience the educational product is meant to address. Each educational product will identify (though not necessarily teach) everything the participant must know in order to be able to perform their job. Technology training will not be intermingled in the same section as the configuration information. Review questions will be strategically located throughout the educational products. Reference material created by Technical Publication will supplement the educational products.

NLayers Educational Services

By Otis Millbrook

Train-The-Trainer (T3) & Certification Program

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Project Deliverables Information

The following deliverables will be available at the completion of this project. One "final-version" copy of each of these deliverables will be archived on the corporate server to be specified by NLayers VP of Operations.

Educational Product Project Deliverables

The educational product requires the following deliverables: Item Microsoft Word Instructor Guide Adobe Acrobat (PDF) Instructor Guide Instructor Power Point Slide Presentation Microsoft Word Instructor Handbook Adobe Acrobat (PDF) Instructor Handbook Train the Trainer session(s) Instructor Certification Workshop(s) Core Content Repository Audience based Certification Tests Job Aids CD-ROM Web pages Streaming Audio Presentation Required X X X X X X TBD X X TBD TBD TBD TBD

Specifically Excluded Deliverables

TBD

Project Constraints
Proposed Start Proposed Finish Requested Finish Cost $ Resources Types April 12, 2006 May 17, 2006 ? $15,000 (development cost only) Contract Course Developer, R/D, Marketing, Customer Service, Sales, Operations SME, NLayers development equipment (hardware software).

Project Assumptions Internal SME availability.

NLayers Educational Services

By Otis Millbrook

Train-The-Trainer (T3) & Certification Program

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NLayers development equipment (hardware software) availability. Contractor Course Developer availability

Project Phase Descriptions & Completion Table

Course Development Services
The Contract Course Developer hired by NLayers will complete the Instructor Guide for the 5-Day Technology/Product/Solutions learning modules specified in the course outline earlier in this document in accordance with the phases shown in the table below. Payment by NLayers to the Contract Course Developer for Instructor Guide module completion will also be accordance to this table: Services Table Project Phases 1 Estimated Completion Date 2/27/2006 Phase Development Fee

Module Name TRD NLayers Product Overview

(Instructor Notes)

InSight Installation Process

(Instructor Notes)

NLayers Application Behavioral Modeling Engine (ABME)

(Instructor Notes)

4/28/2006

$5,000

NLayers J2EE based Server

(Instructor Notes)

Discovering & Monitoring The Network Using InSight

(Instructor Notes)

InSight Report Generation

(Instructor Notes)

5/12/2006

$5,000

Managing InSight
(Instructor Notes)

Solving Business Initiatives

(Instructor Notes)

Active Discovery Configuration

(Instructor Notes) & NLayers Instructor Handbook

5/29/2006

$5,000

NLayers Educational Services

By Otis Millbrook

Train-The-Trainer (T3) & Certification Program

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Handling Changes to Project Scope

All changes to scope will be negotiated between the Contractor Course Developer and management personnel within NLayers.

NLayers Educational Services

By Otis Millbrook

Train-The-Trainer (T3) & Certification Program

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Educational Product Performance Enhancement Objectives

The following table relates the NLayers Technology/Product/Solution course educational product to learning objectives. The following definitions apply to the Task Requirement Table: Feature Teach Identifies the new functionality or capability. The ability to effectively disseminate information to another to help bring about measurable improvement in ones ability to perform specific tasks. Allows the participant to explain/sale technology concepts, the device's implementation of the technology, and general functionality and capabilities of a product. Enables the participant to physically place a device or software into an environment where it can operate. IE a chassis in a rack, a module in a chassis, and software onto a system. Enables the participant to perform a specific sequence of actions that will result in the product being able to operate in a predetermined fashion. Enables the participant to perform a specific sequence of actions that helps them to identify common problems. This skill also enables them to identify and use any helpful utilities that are embedded in the product itself. The participant must be able to diagnose design issues, configuration issues, software issues, and hardware issues.

Explain

Install

Config.

Diag.

Educational Product Project Learning Modules Content Requirements

This section further clarifies the type and level of content that will be in this training product, as well as maps each learning module course content to objectives shown above. Learning Module Name NLayers Product Overview InSight Installation Process NLayers Application Behavioral Modeling Engine (ABME) NLayers J2EE based Server Discovering & Monitoring The Network Using InSight InSight Report Generation Managing InSight Solving Business Initiatives Active Discovery Configuration Instructor Handbook
Teach Explain Install Config. Diag.

X X X X X X X X X X

X X X X X X X X X X X X X X X X X X X X X X

NLayers Educational Services

By Otis Millbrook

Train-The-Trainer (T3) & Certification Program

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Business Case
This section provides the justification for creating this product. Part of the justification is to provide information on how the company can expect to obtain revenue through this educational product. This information helps the company allocate its limited Educational Service resources to achieve the highest possible return for NLayers. Company Business Case Expected Revenue Training Product Market Size Unit Shipments Training Product Strategic Importance To NLayers And Its Customers Competitive Importance TBD All internal audiences and external projected NLayers customers. TBD Vital Vital

Educational Services Business Case

The data contained in this section is simply an estimate. The scope of the work cannot be fully determined until solid sales projections are provided to Educational Services. This section contains an estimate of the investment level needed in the following areas: Expected Human Resource Needs Expected Training Development Equipment Needs Expected Delivery Costs and Cost Recovery

For all expected revenues and cost associated with areas above are: TBD.

Competing Training Products

TBD

Audience Requirements
This section identifies the audience's need for educational products.

Needs Assessment
This educational product provides instructors internal and external to NLayers, with a method of acquiring instructional skills and knowledge to teach the new 5-day modular Technology/Product/Solutions training course.

Prerequisites
TBD

NLayers Educational Services

By Otis Millbrook

Train-The-Trainer (T3) & Certification Program

Page 12 of 12

Educational Product Certification Requirements

This educational product a directly impact on NLayers Sales and Technical certification, and should be viewed as a preview of topics that will be covered on any associated certification tests.

Reviewers
Role NLayers V.P. Operations V.P. Sales (or Representative) V.P. Marketing (or Representative) Consulting Engineer Software Engineering Hardware Engineering Product Marketing Business Development NLayers Educational Services Name/Signature Taraneh Derak ? ? ? ? ? ? ? Otis Millbrook

References
Possible Content Sources
R/D SME, Consulting Engineering, CSO, Business Development, Marketing, Product Marketing, and Sales

Contact List
Name Taraneh Derak Otis Millbrook Role NLayers V.P. Operations NLayers Educational Services

NLayers Educational Services

By Otis Millbrook