Services · Scale-Up

Training on Revised ERP System

T06

Trains users on revised ERP functionality, workflows, transaction processing, approvals, reports and common troubleshooting points.

What changes

More standardized procedures, stronger internal controls, improved compliance and reduced risk of errors or fraud.

What you get

Training needs assessment with role-to-module mapping T06004
ERP training pack: slide decks, system walkthrough videos and user guides, with instructor notes T06001
Configured ERP sandbox with scripted practice exercises T06003
Training attendance, knowledge check and completion log T06005
Post-training support and refresher plan T06006

What has to come first

PDA03 to PDA05, or the engagement that revised the ERP system Required

Training disseminates a stabilized, configured system, not one still changing
EUM01 to EUM06 Recommended

The user manuals are the source content for role-based training materials
NAHNeeds Assessment Report - National Head Quarters or NABNeeds Assessment Report - Branch/District Recommended

Needs assessment findings show where user competence is weakest and which functions to prioritize

Who is involved

From the National Society's side. This is what the engagement asks of your people.

Your own staff work alongside the adviser throughout, so this is a commitment of their time as well as the Centre's. Ask in the request and you are given the day estimate per role before anything is signed.

Role	What they do
HNS Secretary General / senior management	Sponsor; sets the expectation that ERP use is mandatory
HNS Finance Director	Owns the finance workflows in scope; approves the rollout plan
Finance, procurement, HR / payroll and logistics staff	Primary trainees who process and approve transactions
ERP system administrator and IT support staff	Prepare the sandbox, manage access, handle escalated issues
Branch leadership and field staff	Trainees in decentralized units, including low-connectivity locations
GFDC delivery team	Designs the curriculum and delivers the training

How it is measured

Indicator	Target	Evidence
Active ERP users in scope trained within the rollout window	90% or more	Attendance and completion log (T06005)
Knowledge checks passed, including retakes for approvers and finance staff	80% first-attempt pass; 100% of approvers and finance staff within 4 weeks	Knowledge check records (T06005)
Sandbox practice exercises completed for each role in scope	100% of roles in the T06004 mapping	Sandbox completion records (T06003, logged in T06005)
ERP transaction error and correction rate after training	At least 30% reduction within 3 months of rollout	ERP error logs and support ticket register

Tools

4 of 6 ready to download. The rest are in development and listed so you know they are coming.

T06001 Training Material: Slide decks, system walkthrough videos, and ERP user guides. Training In development
T06002 Instructor Notes: Detailed guidance for trainers on delivering the content and responding to common user queries. ToR DOCX
T06003 ERP Sandbox: Provide access to a test environment where users can practice using the revised system. Software-Requirement In development
T06004 Training needs assessment and role-to-module mapping matrix Template PPTX
T06005 Training attendance, knowledge check and completion log Template PPTX
T06006 Post-training support and refresher plan Template PPTX

Standards

COSO Internal Control - Integrated Framework
GFDC Operational Framework (intake, triage, service workflow)
ERP configuration documentation and vendor manuals
Kirkpatrick four-level training evaluation model
IFRC Learning and Development Guidelines
IFRC Digital Transformation Strategy

Describe the problem, not the service

You do not need to know which of the 124 to ask for.

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