Lay the foundation
The smooth and successful launch of a training program begins with planning.
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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 in our guide to KPIs.
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Create a timeline. See our example project timeline (PDF) for an overview of the process.
- 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.
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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 Two covers configuration.)
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Ensure system compatibility.
- Review the OpenSesame system requirements and share them with your IT team to ensure smooth course playback and 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 is needed, begin testing courses in Phase Two then work with IT as necessary.)
* For integration eligibility, check with your OpenSesame sales representative.
Select and organize courses
Next, develop the heart of your training program by curating content for your learners. The following tools can guide your selection process.
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Discover and choose courses.
- Explore our catalog. Use recommendations and search filters to tailor the results to your learners. For more information, see How to use our course catalog’s search tools.
- Create Smart Lists. Use machine learning to get instant, on-demand suggestions for courses aligned with your organization’s needs. For more information, see How to use Smart Lists.
- Use Curated Lists. Our content experts build learning paths on popular subjects for your convenience. For more information, see How to use Curated Lists.
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Refine your selections.
- Organize your picks. Use List tools to group courses, rearrange them, add more, or remove them from your List.
- Collaborate and review. Share a List with stakeholders to collect feedback, and preview courses from the List. For more information, see How to collaborate on Lists.
- Learn about the publishers. The OpenSesame Plus publisher overview (PDF) profiles our leading content creators—their specialties, top courses, and a representative screenshot.
Develop your curation expertise
You can learn more about selecting relevant content and increasing learner satisfaction in our curation best practices webinar or curation-framework ebook.
To dig even deeper, consider becoming an OpenSesame Certified Digital Learning Content Creator. The program offers a certificate and two credit hours for maintaining certification with the Society for Human Resource Management (SHRM) or the HR Certification Institute (HRCI).
Phase one checklist
❏ Create a project timeline and identify 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.
❏ Explore the OpenSesame catalog and start choosing courses.
❏ Use List tools to organize, review, and refine your choices.
Next up
When you’re ready to continue, see Phase two: Configure & Test.
If you have questions, use the search bar to find answers in our Knowledge Base or contact our Support team at support@opensesame.com.
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