Secrets from a Corporate Training Monster: How to get your Training Request Approved – Part 2

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Training_MonsterHello all – BobtheBA here and ready to share some more corporate training secrets to help get your training requests approved. Last time we discussed that you needed to keep your audience in mind. WIIFT (what’s in it for them – the people that need to approve your training request) vs. what’s in it for you. If you have been doing your research, stakeholder analysis and all-around prep work you should have a good idea about what they want now so it is time to focus on what you want!

So what do you want? What do you need? What are your career goals? Keep in mind that this is about getting what you want while ensuring your company meets their goals and objectives too. The assumption is (don’t get me started on assumptions lol) that you already know what you want but if you are unsure as to what you want either for you or for your team/organization you need to take a step back and figure it out. Reach out to peers, mentors, do some soul searching and some fact finding. If you already know what you want/need then what you are ready to do is to start planning. That’s right, I said planning. This effort is just like any other project you might encounter or take on and it will go more smoothly with a good plan in place. Once you have plan, you need to start building your personal business case – a business case that not only identifies everything that you want but answers all of the questions that they (your WIIFT people) might have or will ask of you (see last blog). So let’s move forward and talk about some things you need to include if you want to get your training request approved. At a minimum I recommend the following three steps.

Step 1. What are your business requirements?
Your business requirements (goals, objectives, problem/opportunity statements) go a long way to making sure your training request is clearly understood. Without a clear objective your training request effort will not seem focused. People will react with a lot of questions or flat out turn it down. Most training requests that get approved are those that are clearly understood and well documented with some kind of problem/opportunity statement. Your problem/opportunity statement should be robust, quantified and qualified. “I want to take a business analysis class” is not likely to go far. Talking about how the knowledge base of the individual and/or the team does not currently meet the needs of the organization (requirements efforts and standards) by how much and when will certainly go much further.

Step 2. What are the steps/actions you will take?
Highlight all of the steps that you will take on this journey. Think of this process like a use case. What is your primary or “happy” path? Being vague in a use case means the developer will not have all the details and will not build the right solution. This is true of your training journey. You want the right solution for your training needs. Be thorough and document all steps.

Step 3. What does your measure of success look like?
Your outcome (you’re your problem/opportunity statement) should be both qualified and quantified. What will the training do for you, your department and for the company? Increase productivity? By how much? When will it be achieved? This is the part where approvers of your training request will really sit up and take notice. Show them the return on their investment!

So you understand WIIFT, you have developed a plan, you have your business case going – it sounds to me like you are well on your way to getting your training request approved! From here, I am going to move this blog into a much longer article as there is much to say to help you on your journey. Look for it soon!

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