sf-agent-framework

# Training Materials Checklist This comprehensive checklist ensures all necessary training materials are created, reviewed, and ready for effective Salesforce user enablement. ## Content Development Planning ### Level 1: Audience Analysis - [ ] User roles and personas identified - [ ] Skill level assessment completed - [ ] Learning objectives defined per role - [ ] Training delivery preferences surveyed - [ ] Accessibility requirements documented ### Level 2: Content Scope - [ ] Core features to cover identified - [ ] Advanced features categorized - [ ] Process workflows documented - [ ] Integration touchpoints noted - [ ] Custom functionality highlighted ### Level 3: Learning Path Design - [ ] Prerequisites defined - [ ] Module sequence planned - [ ] Skill progression mapped - [ ] Certification paths identified - [ ] Continuous learning plan created ## Written Materials ### Level 1: User Guides - [ ] End user guide created - [ ] Administrator guide developed - [ ] Quick start guide written - [ ] Feature-specific guides completed - [ ] Mobile app guide prepared ### Level 2: Reference Materials - [ ] Process flowcharts created - [ ] Decision trees documented - [ ] Cheat sheets designed - [ ] Keyboard shortcuts list compiled - [ ] Glossary of terms developed ### Level 3: Job Aids - [ ] Step-by-step instructions written - [ ] Troubleshooting guides created - [ ] FAQ document compiled - [ ] Tips and tricks sheet prepared - [ ] Best practices guide developed ### Level 4: Technical Documentation - [ ] Configuration guide written - [ ] Integration guide documented - [ ] API reference created - [ ] Data model documentation prepared - [ ] Security guide developed ## Visual Materials ### Level 1: Screenshots and Annotations - [ ] Key screen captures taken - [ ] Annotations and callouts added - [ ] Navigation paths highlighted - [ ] Error messages documented - [ ] Success confirmations shown ### Level 2: Diagrams and Infographics - [ ] Process flow diagrams created - [ ] System architecture visuals designed - [ ] Data flow illustrations completed - [ ] Relationship diagrams prepared - [ ] Dashboard mockups created ### Level 3: Interactive Elements - [ ] Clickable prototypes developed - [ ] Interactive simulations created - [ ] Guided tours configured - [ ] Practice environments set up - [ ] Sandbox exercises prepared ## Video Content ### Level 1: Tutorial Videos - [ ] Feature overview videos recorded - [ ] Process walkthrough videos created - [ ] Best practices videos produced - [ ] Common tasks demonstrations filmed - [ ] Tips and tricks videos compiled ### Level 2: Webinar Materials - [ ] Live training session outlines created - [ ] Presentation slides prepared - [ ] Demo scripts written - [ ] Q&A preparation completed - [ ] Recording setup tested ### Level 3: Microlearning Videos - [ ] 2-3 minute topic videos created - [ ] Quick tip videos produced - [ ] Feature spotlight videos recorded - [ ] Update announcement videos prepared - [ ] Success story videos compiled ## Interactive Training Materials ### Level 1: Hands-On Exercises - [ ] Practice scenarios developed - [ ] Sample data sets created - [ ] Exercise instructions written - [ ] Solution guides prepared - [ ] Validation criteria defined ### Level 2: Assessments and Quizzes - [ ] Knowledge check questions written - [ ] Skill assessments created - [ ] Certification practice tests developed - [ ] Progress tracking tools configured - [ ] Feedback mechanisms implemented ### Level 3: Gamification Elements - [ ] Learning challenges designed - [ ] Achievement badges created - [ ] Leaderboards configured - [ ] Progress tracking visualized - [ ] Reward system implemented ## Presentation Materials ### Level 1: Slide Decks - [ ] Overview presentations created - [ ] Feature deep-dive decks prepared - [ ] Process training slides developed - [ ] Best practices presentations ready - [ ] Q&A session materials prepared ### Level 2: Demonstration Scripts - [ ] Live demo scenarios written - [ ] Data setup instructions created - [ ] Talking points documented - [ ] Error handling scripts prepared - [ ] Time estimates calculated ### Level 3: Workshop Materials - [ ] Workshop agendas created - [ ] Group exercise materials prepared - [ ] Role-play scenarios developed - [ ] Discussion guides written - [ ] Feedback forms designed ## Digital Resources ### Level 1: Online Help System - [ ] Context-sensitive help written - [ ] Help topics organized - [ ] Search functionality verified - [ ] Related topics linked - [ ] Feedback mechanism included ### Level 2: Knowledge Base - [ ] Articles categorized and tagged - [ ] Search optimization completed - [ ] Version control implemented - [ ] Update notifications configured - [ ] Usage analytics enabled ### Level 3: Learning Management System - [ ] Course structure created - [ ] Learning paths configured - [ ] Progress tracking enabled - [ ] Completion certificates designed - [ ] Reporting dashboards set up ## Physical Materials ### Level 1: Printed Guides - [ ] Print-ready formatting completed - [ ] Cover designs finalized - [ ] Binding specifications defined - [ ] Print quantities determined - [ ] Distribution plan created ### Level 2: Quick Reference Cards - [ ] Desk reference cards designed - [ ] Laminated guides prepared - [ ] Pocket guides created - [ ] Wall posters designed - [ ] Mouse pad references considered ### Level 3: Training Room Materials - [ ] Flip charts prepared - [ ] Whiteboard templates created - [ ] Handouts printed and organized - [ ] Name tags and folders ready - [ ] Feedback forms printed ## Localization and Accessibility ### Level 1: Language Versions - [ ] Translation needs identified - [ ] Key materials translated - [ ] Cultural adaptations made - [ ] Local examples included - [ ] Review by native speakers completed ### Level 2: Accessibility Compliance - [ ] Screen reader compatibility verified - [ ] Closed captions added to videos - [ ] Alt text for images provided - [ ] Color contrast requirements met - [ ] Keyboard navigation ensured ### Level 3: Format Variations - [ ] Large print versions created - [ ] Audio descriptions prepared - [ ] Braille materials arranged (if needed) - [ ] Mobile-friendly formats verified - [ ] Offline access options provided ## Quality Assurance ### Level 1: Content Review - [ ] Technical accuracy verified - [ ] Business process alignment confirmed - [ ] Consistency across materials checked - [ ] Version numbers assigned - [ ] Update tracking implemented ### Level 2: User Testing - [ ] Pilot group feedback collected - [ ] Clarity and comprehension tested - [ ] Time estimates validated - [ ] Difficulty levels assessed - [ ] Improvement suggestions incorporated ### Level 3: Stakeholder Approval - [ ] SME review completed - [ ] Legal/compliance review done - [ ] Branding guidelines followed - [ ] Management approval obtained - [ ] Sign-off documentation filed ## Distribution Preparation ### Level 1: Packaging - [ ] Materials organized by role - [ ] Training kits assembled - [ ] Digital files organized - [ ] Version control implemented - [ ] Access permissions configured ### Level 2: Delivery Channels - [ ] LMS upload completed - [ ] Intranet posting done - [ ] Email templates created - [ ] Print distribution arranged - [ ] Mobile app updates pushed ### Level 3: Communication Plan - [ ] Announcement messages drafted - [ ] Training schedule published - [ ] Registration process configured - [ ] Reminder sequences set up - [ ] Success metrics defined ## Maintenance Planning ### Level 1: Update Process - [ ] Change tracking system implemented - [ ] Review schedule established - [ ] Update notification process defined - [ ] Version archival plan created - [ ] Feedback integration process set ### Level 2: Continuous Improvement - [ ] Usage analytics configured - [ ] Feedback collection ongoing - [ ] Regular review meetings scheduled - [ ] Enhancement backlog maintained - [ ] ROI measurement planned