FAQ: Training Projects Template Pack

Answers to common questions about Training Projects Template Pack.

How do I?
What's the difference between the Training Projects Template Pack and the Training Management Template Pack?

The Training Management Template Pack is designed to help with training administrator tasks, such as registering participants, gathering and analyzing participant feedback, recording attendance and compiling certificates of completion. On the other hand, the Training Projects Template Pack assists a project manager throughout the various phases of a training project. This includes compiling a project plan, conducting a training needs analysis, creating a high-level design and a training schedule.

Whilst there is some overlap between the two template packs, the Training Management Template Pack focuses on day to day training administration tasks whilst the Training Projects Template Pack helps with creating and rolling out a brand new training program.

Is this template pack compatible with Macintosh computers?

You should experience no problems reading our PDF files as long as you have the Acrobat (or similar) PDF reader installed. Our Microsoft Office for Windows doc and xls files can be read on Mac OS 8 or later with Mac Office 4.2 or later. Please note that we do not support our products on Mac systems.

How do I?
I am using MS Word 2007 and find I cannot unlock your forms for editing?

In the ribbon, select the Review tab and Protect Document. Click on Restrict Formatting and Editing and then click on the Stop Protection button. Make your changes to the form. When finished editing, click on Protect Document, Restrict Formatting and Editing again (if not in view) and place a check in the check box Allow only this type of editing in the document. In the drop down list, select Filling in forms. Finally, click on the button, Yes, Start Enforcing Protection.

I can't find the instructions for performing a mail merge of my training program participants using the Certificate of Completion.

To show the mail merge instructions, open CertificateMailMerge.doc. If you are prompted to import data from a database, select No.

From the main menu bar, select Tools > Options and then select the View tab. Check the box next to Hidden text. The instructions will be visible at the bottom of the Certificate of Completion form.

For Word 2007 users, click on the Office button. Click on Word Options, select Display and check the box next to Hidden text.

How many licenses do we need when we have three internal training consultants/trainers designing and delivering programs?

If all three people will be using the templates and spreadsheets in their work, then your organization will need to purchase three licenses.

I have purchased a single user license. On how many computers may I install the software?

A single user license permits you to install the software on as many standalone computers as you require, on the condition that the software is not used by people other than project participants entering data into workbooks and forms. You may, for example, install the software additionally on your laptop computer and on your home computer.

Can I install the software on a computer network?

The license does not permit the posting of electronic document guides on a network drive accessible by people without a valid license. Spreadsheet workbooks and document templates may be posted on a network on the condition that access to these files is restricted to designated project participants.

Who are designated project participants?

Designated project participants are people involved with specific training projects and programs conducted by or for the licensed organization who enter data on the included workbooks and forms. Project participants may include training program participants and their managers completing training schedule spreadsheets and project team members completing post-implementation review forms. Project participants do not include employees editing, modifying or otherwise preparing workbooks and forms for use. Each of these people requires a separate license.

How many licenses do we need when only our senior trainer will be modifying the forms, but they will be used by other trainers to collect survey data?

As the senior trainer will be modifying the forms, one license will be required for them. In addition, each trainer administering the forms through surveys and interviews will also require a license. People being surveyed and interviewed are project participants, and so no additional licenses will be required for them.

I want to tailor the templates, which will then be used by my training staff in their role. How many licenses should I purchase?

Some training managers want to customize the templates to suit their organization's methodology and document styles. In this case, as the training manager will be setting up and modifying the templates, they will require a license. Training staff may then go on to complete the needs analysis and design documents and compile the training manuals and session plans, and so on. Each trainer authoring at least one of the documents in the pack, be it a design document, planning document or training resource, will also require a license.

I have left my current organization. Can I take the template pack with me and install it on my new employer's computer?

No. Your new organization will need to purchase the requisite number of licenses.

I plan on initiating and implementing training projects for five business units within my company. How many licenses do I need to buy?

If you are the only person starting and running training projects, your company will require a single user license. If other people will also be modifying and administering the workbooks and forms and authoring project documents, your company will need to purchase an additional license for each of these people.

I have purchased one license. How many copies of the document guides can I print or copy?

You may print or duplicate one copy only for each valid license that you hold. If you purchased one license, you may print one copy only.

I have purchased one license. How many copies of the forms and spreadsheets can I print or copy?

You may print, copy and use an unlimited number of forms and spreadsheets for the specific purpose of collecting data from project participants involved in a valid license holder's project. People authoring project documents, such as project plans and training manuals, and modifying and distributing forms and workbooks will require a separate license.

Can I use the template pack in a client organization until the organization has the capability to initiate and manage training projects independently?

If you are an external consultant and want to use the template pack to introduce and implement an instructional design and project management methodology in a client organization, your client organization will need to purchase the requisite number of licenses directly from Business Performance Pty Ltd. Unauthorized third parties, including unauthorized external consultants and contractors, are prohibited from selling, reselling, licensing, renting, leasing or lending the Training Projects Template Pack. Third parties are free to, and actively encouraged to, distribute the free User Guide to help close a contract. Following this, the client organization will need to purchase the Training Projects Template Pack directly from us.

I want to sell the Training Projects Template Pack to a customer, but play no role in its implementation and management.

The license expressly prohibits onselling by unauthorized third parties. Customers and client organizations are required to purchase the Training Projects Template Pack directly from Business Performance Pty Ltd. You are free to distribute the free User Guide to whomever you wish. You are prohibited from receiving any kind of payment for such distribution. If you wish to become an authorized reseller of the Training Projects Template Pack, please contact us.


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