Lay the foundation

The smooth and successful launch of a training program begins with planning. Follow these steps to start on the right track:

1. Map your timeline. See our example project timeline (PDF) for an overview of the process and how the phases overlap.
   • The example includes steps with an OpenSesame Customer Success Manager (CSM).
   • If you don't have a CSM, adapt the example to create a plan for your organization.
2. Set clear goals. Use our goal-setting worksheet (PDF, example included) to define what success will look like for your program, visualize it, and track your progress. If your organization uses Key Progress Indicators (KPIs), find a template and examples in our guide to KPIs.
3. Decide on delivery. How will you deliver courses to your learners? If you use a learning platform, such as a Learning Management System (LMS), determine whether you can use one of OpenSesame’s integrations* or if you will download course packages from OpenSesame and upload them to your platform. (Phase Three covers configuration.)
4. Ensure system compatibility.
   
   • Review the OpenSesame system requirements and share them with your IT team to ensure smooth course playback and the accurate tracking of learner progress.
   • If your organization’s network is protected by a firewall, see the required firewall domains and share them with your IT team. (If you’re unsure if allowing domains will be needed, you can begin testing courses in Phase Four then work with IT as necessary.)

* For integration eligibility, check with your OpenSesame sales representative.

Phase one checklist

❏  Create a project timeline.
❏  Identify and document your goals.
❏  Decide how you’ll deliver courses to your audience and whether you’ll use an OpenSesame integration.
❏  Review the OpenSesame system requirements, share them with your IT team, and (if needed) discuss the firewall requirements.

Next up

When you’re ready to continue, see Phase two: Curate.

If you have questions, use the search bar to find answers in our Knowledge Base or contact our Support team at support@opensesame.com.