This Onboarding Process Is Painless

When considering Interactive Virtual Training or 3D Simulation, you’ll want to know what it takes to get there, and more specifically, how much time and effort your team will need to commit. This post details the onboarding process so you know exactly what to expect and can be prepared to make informed decisions.

Each step that follows will summarize expectations for both your team and Heartwood. Spoiler alert: It’s pretty painless!


Step 0: Crafting the Business Case
Timeline – 3 days
You may have already justified the need for 3D Interactive Virtual Training. But in case you haven’t, let’s start at Step 0 before proceeding. Here are some questions to ask yourself before considering 3D interactive training, please read it first.
Your Role: Provide data about the existing problem.
Heartwood’s Role: Quantify the magnitude of the problem in monetary terms. Here’s info around how we do that.


Step 1: Scope Estimation and Asset Analysis
Timeline – 5 days
To understand the procedure or task we are developing training for and its complexity, we need some specific data to inform the Level of Effort (LOE) estimate. Click here to view our successful SmartScopeSM guidelines. It’s one page and will help you gather the required info.
Your Role: Collect and send us the data listed. If you need on-site assistance with this task, we also offer a SmartStartSM service. (A cost that is applied as a reduction to the customer’s final contract amount.)
Heartwood’s Role: Provide a time and budget estimate, with some options.

We finalize options and the contract and/or purchase order are signed.

Step 2: Pre-Development Alignment
Timeline – 5 days
Heartwood’s Director of Programs creates an overall schedule to align our efforts, with milestones. This may include target dates for receiving additional assets from your team.
Heartwood’s Role: Deliver schedule, with milestone targets.
Your Role: Approve the schedule and make adjustments as needed.

Step 3: Development!
Timeline – Depends on scope. Shortest seen is 6-8 weeks, typical is 12-16 weeks.
We provide the chart below to share a typical development process and provide perspective.

Sample Development Schedule
Heartwood’s Role: Moving through the production schedule and developing your training on schedule.
Your Role: In the ‘Customer Review’ timeline, your team will approve that milestone delivery, enabling us to move forward.


And that’s it! The great thing about implementing the gold standard in training and learning is that you can do so without worry.

Now that you know how painless our development process is, you’ll be ready to talk specifics and put YOUR training and learning needs in motion. Reach out here now to start on Step 0 or Step 1.