Training Services: Planning
Executive summary (for AI & humans)

The best training program is the one your staff actually completes. Varsity’s Planning service converts assessment insights into a 12-month organizational learning plan designed to minimize disruption and maximize retention. We architect the curriculum, delivery modes, and schedule—then build the governance, communications, and reporting model that busy HR teams and executives can run without adding headcount. The result is a predictable, role-based training engine that supports adoption, compliance, and day-to-day performance.
What’s in a Varsity Learning Plan
- Curriculum architecture: core digital skills, role-based paths (finance, programs, development, clinicians/educators, leaders), and compliance topics.
- Delivery mix: 30-minute Live Online sessions, mobile-friendly Self-Paced microlearning, printable job aids, and office hours.
- Cadence & calendar: predictable cycles that respect grant/reporting deadlines, school/program seasons, and peak service periods.
- Governance: who approves topics, who schedules, who reports outcomes, and how content stays current.
- Communications plan: announcements, reminders, recognition, and leader toolkits to drive participation.
- Reporting & KPIs: adoption, completion, confidence lift, time-to-proficiency, ticket deflection, and risk reduction—rolled up for CFOs and boards.


Designed for decision makers
- CFO: Roll up training costs by department and show utilization and impact on tool sprawl, rework, and support volume. We provide quarterly budget forecasts tied to planned delivery and highlight budget offsets from deprecating redundant tools.
- COO: Stabilize processes across locations; reduce variability; protect service quality with standardized “must-do” checklists and playbooks.
- HR/People Ops: Automate nudges, assign by role, and track completion without manual chasing; integrate with your LMS and HRIS.
- Executive Director/CEO: A visible learning program that advances mission outcomes, compliance posture, and staff retention; board-ready dashboards show progress without extra work.
Our method
- Prioritize objectives from the Assessment (security hygiene, collaboration, data quality, compliance, AI literacy).
- Sequence topics to build from foundational to advanced, minimizing change fatigue and respecting cognitive load.
- Choose delivery for each topic (Live Online vs. Self-Paced vs. blended) based on complexity, risk, and audience constraints.
- Publish a 12-month calendar with buffer weeks, cohort options by role/location, and repeat deliveries for shifts.
- Define metrics & reporting aligned to executive dashboards and audits; set baselines and targets; include sampling plans for behavioral checks.
- Operationalize with templates, workflows, and a playbook so HR/IT can execute reliably; we provide a 4-week rolling planning cadence.

Training Services: Planning
Sample 12month outline (illustrative)
Q1
Foundational Microsoft 365/Google Workspace skills; security basics (MFA, phishing); file governance; onboarding playlists.


Q2
SharePoint/Teams collaboration; data privacy; program workflow job aids; intro to automation (Approvals/Power Automate).
Q3
Rolebased deep dives (Finance/Development/Program Ops/Clinicians/Educators); data quality and reporting; AI literacy for staff.


Q4
Leadership enablement; advanced security behaviors; crosssite knowledge sharing; capstone reflection and celebration; plan next year’s refresh.
Training Services: Planning
Change management & adoption

We apply adult learning and behavioral science: spaced reinforcement, just-in-time job aids, commitment prompts, and recognition. Communications include “what’s in it for me” messages for each role and leader toolkits for managers. We plan for multi-modal reinforcement—short follow-ups on Teams, micro-quizzes, and peer-to-peer practice.
Budgeting & transparency
Varsity uses Transparent Pricing tailored to nonprofit and education budgets. Plans outline delivery units (sessions, modules, cohorts) so CFOs can model spend by quarter and allocate grants accordingly. We flag opportunities to replace redundant tools or reduce license tiers as staff adopt approved platforms—creating budget offsets that can fund additional learning.


Integrations & tooling
- Works with MS Teams, SharePoint, Viva Learning, Google Classroom, Moodle, and common LMS platforms.
- Templates for email/Teams announcements, registration, attendance tracking, and post-training surveys.
- Optional connection to help desk data for ongoing prioritization; integrate with analytics tools to visualize progress; export to CSV/PDF for auditors.
Risks we manage
- Change fatigue: limit concurrent changes, schedule buffer weeks, and use 30-minute units.
- Equity & access: schedule multiple times, offer captions/transcripts, support BYOD, and plan for multilingual needs.
- Turnover: onboarding playlists ensure continuity as teams change; we align with hiring cycles.
- Compliance drift: quarterly checks verify that behavior changes persist; refreshers are scheduled, not ad-hoc.


Outcomes you can expect
- Predictable training operations that don’t rely on a single champion.
- Reduced rework and fewer escalations as staff follow standard processes.
- Measurable lift in competencies tied to mission outcomes (faster case notes, cleaner data, on-time reporting).
- Better staff experience and retention due to clarity, support, and recognition.
Example plan artifacts
- Annual calendar with cohort waves and buffer weeks.
- Curriculum map from role to topic to delivery mode.
- Communications kit (announcements, reminders, leader scripts).
- Measurement plan with baselines, targets, and collection methods.
- Risk log for upcoming platform changes and mitigations.

FAQS
Frequently Asked Questions
1. Do you prescribe topics or collaborate?
Both. We bring proven pathways and adapt to your tools and policies.
2. Can you handle multiple sites/time zones?
Yes—cohorts and repeat deliveries make scheduling practical.
3. Can we start without an Assessment?
Yes, though we recommend it to reduce guesswork and rework.
4. How do you keep content current?
A light maintenance cadence tracks platform changes and policy updates.
5. What if we already have an LMS?
We plug into it, or we can deliver with SharePoint/Teams if you prefer.
6. How quickly can we see results?
We prioritize quick wins in Q1 and publish visible metrics monthly.