Prepare Training

Published Date: August 2026
Validated: Yes
Audience: Everyone
Products and Versions Covered:

Onboarding Jama Connect®

Summary

Prepare role-based training that helps users understand how your organization's processes will be performed in Jama Connect®. Use Jama Software® education resources to build foundational product knowledge, allowing your organization's training to focus on your processes, deployment goals, and how each role will use Jama Connect.

Record training sessions and make training materials accessible for ongoing learning and onboarding future users and teams.

Resolution

Effective training combines foundational Jama Connect knowledge with guidance specific to your organization's processes and implementation. Use existing Jama Software education resources where appropriate so your training can focus on how users will apply Jama Connect in their day-to-day work.

Identify Training Needs by Role

Review the roles and training needs identified in your training plan.

For each role, determine:

What users need to accomplish in Jama Connect.
Which processes and workflows apply to the role.
Which Jama Connect capabilities they will use.
What users need to understand before they begin working in Jama Connect.
Which existing Jama Software training resources can support their learning.

Focus training on the knowledge and skills users need to perform their responsibilities successfully.

Use Learning Center Resources

Jama Software provides education videos and other learning resources that can help users build familiarity and skills with Jama Connect.

Use these resources as part of your training program or as supplemental learning before or after your organization's training sessions.

Leveraging existing product education can reduce the need to recreate foundational Jama Connect training and allow your organization to focus its training on how Jama Connect supports your specific processes.

Connect Training to Your Processes and Goals

Use the goals established during the Ready phase to provide context for your training.

Help users understand:

Why your organization is implementing Jama Connect.
Which processes Jama Connect will support.
What is included in the scope of the deployment.
How each role participates in the process.
How key Jama Connect capabilities support the process.
What will change compared with the way users work today.

Connecting product capabilities to actual processes and responsibilities helps users understand not only how to use Jama Connect, but how it fits into their work.

Prepare Training Materials

Develop or gather the materials needed to support your training sessions.

Consider providing:

Role-specific training materials.
Process documentation.
Links to relevant Jama Software education resources.
Examples that reflect your configured Jama Connect environment.
Recordings of instructor-led training sessions.
Reference materials users can access after training.

Store these resources in a location that is accessible to the teams that need them.

Plan for Ongoing Learning

Training materials should continue to provide value after the initial deployment.

Record training sessions when appropriate and maintain your materials so they can be used to:

Reinforce learning after initial training.
Support users who need additional guidance.
Onboard new users.
Onboard additional teams as Jama Connect adoption expands.
Communicate changes to processes or Jama Connect configuration.

Maintaining accessible training resources can help operationalize Jama Connect and provide a consistent experience as your organization's use of the solution grows.

What to Do Next

Finalize your role-based training materials and confirm that users have access to the appropriate Jama Software education resources.

Coordinate training delivery with your deployment and data migration plans so users receive training close to the time they will begin working in Jama Connect. After training, make recordings and supporting materials available for continued reference and future onboarding.

Additional Resources

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