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Monday, September 9, 2013

Four Key Areas your Support Team Needs Training In

Everyone knows their staff needs training, but have we given any thought into what training should entail? Let's start with answering WHAT training should entail.
There are four key areas your Production Support Staff needs to be trained on:
  1. The Application: You cannot be successful unless your Production Support staff knows the application they're supporting. You can have all the process in the world, but if your Support guys don't know the application, they won't be able to support it. I've seen very few Production Support teams who have staff training plans, especially for new hires. With the way Production Support teams are budgeted for, this is a mistake. Typically the reason you're hiring someone is because you have some urgent need: someone left or you're taking on Support for a new tool. However, if no staffing plan is in place, it'll take six months to a year, depending on the complexity of your application, before that new joiner is truly productive.
  2. Your Processes: Your team needs to know what they need to do to ensure your processes are being followed. A good portion of the posts on this blog so far have been focused on the necessary Support processes. For example, unless your team members know how to enter a ticket (and why this is necessary), they won't do it correctly. This could mean that your metric tracking will be off, as perhaps you won't have a record of key issues or all Support effort. Not following correct change management process could mean a botched release, or even worse, some really uncomfortable meetings with auditors.
  3. Your Releases: Just because someone knows the application, doesn't mean they know all about the new features being pumped into it with every release. You can consider initial Application training to be more like you providing your staff member a snapshot of it. But keep in mind that the Application will continue to evolve.
  4. Your Stakeholders: Again, we Support a business. Support staff need to know who their business is, who the key players are and how it's organized. What things are urgent to the business should also be covered.

Now, let me provide you some ideas into HOW you can train your staff.

In the simplest case, put together a list of topics starting with an architectural overview of the application, moving into the key areas of the app and concluding with who the business is (and how they're organized). Use that as a template to put together a PowerPoint deck that will cover key highlights of each topic and have one of your staff members provide an overview to any new staff arriving.

In order to make the process more efficient, as you cover the slides, do it in a tool like Webex. Use Webex to record the session and the information being presented. Now, you'll be able to distribute that out to new staff without the need for a presenter.

For your processes, you can do more scenario-based type training. For example, you could use some of your previous incidents to come up with a scenario to train people in your Incident Management process. You can try to mimic the situation and allow the person being trained to explain what they would do to resolve the issue. It's important that this be detailed enough to determine gaps and provide suggestions for improvement.

Finally, for releases, it's important that your team has a forum with the Development team, for at least an hour, if not more. At a basic level you can go through the release notes and have a Q&A session. Ideally, however, your Development staff is coming up with more polished training decks that they want to cover with you for every release. Find a way to get buy-in from your Development team to ensure that if there is no training they will have to help you support any issues related to new features. At least have them understand that you will fire call them (in the middle of the night, if needed) if they don't train you.

In any case, never underestimate the need to train your staff. There is nothing more discouraging to a Support team than having someone who cannot contribute to the Support effort. There's also nothing more frustrating for a Support analyst than not being able to help. So, you have to give all your team members a fighting chance at success.

2 comments:

  1. Agreed, I saw an article on a Magazine that said, "Mentoring works, classes don't". Do you agree? I am a strong believer that training is also part of the mentoring process.

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  2. Oscar, very good point. The ideas I provide do denote a one-to-one approach to training (except for the recorded sessions, but it doesn't mean the concepts can't be reinforced person-to-person).

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