- Owner
- Associate learning designer (contract)
- Version
- v1.2 · Approved Aug 21, 2026 · Added two finance roles found during role mapping
- Where it lives
- Northstar engagement (Workbench, or client CompassOS if chosen)
Purpose
Decide which training each role needs, at what depth and in what order, from the change impact assessment.
Prerequisites
- Change impact assessment signed off (WI-ERP-001)
- Stakeholder and role map
Inputs
- Roles and headcount by department
- Impact rating per role
- ERP transaction list from the integrator
Steps
- List every role with its headcount and impact rating.
- Map each role to the ERP workflows it performs.
- Set the depth for each workflow: aware, can do with help, can do alone.
- Group workflows into learning modules and set the order.
- Review the matrix with the HR & training lead and two super-users.
- Obtain approval from the HR & training lead.
Safety and quality checks
- Every role and workflow is covered once.
- Depth matches the impact rating.
- The matrix holds roles and headcounts only, not employee names.
Output and evidence
- Training needs matrix, approved
Related roles and RASCI
From the process step “Build the role-based training needs matrix”, the one record the swim-lane map and matrix also read.
| Role | RASCI |
|---|---|
| Alex Morgan · Independent advisor | S |
| Associate learning designer (contract) | R |
| HR & training lead · Northstar | A |
| Department super-users (12) · Northstar | C |
Actions that use it
- Move learning content production to the associate learning designer · Associate learning designer (contract) · due Aug 28, 2026
- Map stakeholders and confirm a super-user for each department · Alex Morgan · Independent advisor · due Aug 12, 2026
- Approve the role-based training needs matrix · Associate learning designer (contract) · due Aug 20, 2026