Technical Lab · 0031

Odoo Training Plan Template — roles, modules & sign-off matrix.

Training is the phase that separates ERP implementations that stick from ones that quietly revert to WhatsApp and Excel within 90 days. A user who sees Odoo for the first time on go-live day is not trained — they are surprised. This template ensures no one is surprised.

I have trained over 200 users on Odoo across Bangladesh manufacturing, trading, and service companies. The consistent pattern: organizations that invest in structured, role-based training have a productive go-live. Organizations that do not have three months of clean-up operations and a support call volume that overwhelms the consultant and the client PM simultaneously.

The template in this guide is the one I use. It is designed for a Bangladesh SME with 25–150 users implementing Odoo across 4–6 modules. Adapt it to your specific role count and module scope before week ten of your implementation.

For the broader context of where training fits in the implementation timeline, see the 12-week Odoo implementation roadmap for Bangladesh SMEs — training occupies weeks 10 and 11 in that plan.

Train by role, not by module. A warehouse staff member who is trained on the full inventory module knows too much about the wrong things and too little about the right ones.

Training philosophy — role-based, not module-based

The most common training mistake in Bangladesh ERP implementations: scheduling module-based training sessions — "Inventory Module Training on Tuesday, Accounting Module Training on Wednesday" — and inviting everyone to attend everything. The result: warehouse staff sitting through chart-of-accounts configuration, and accountants watching purchase order routing discussions. Everyone is bored. Nobody is focused.

Role-based training inverts this. You train each person on exactly the transactions they will perform in their job — not on the module as a whole. A warehouse GRN operator needs to know how to confirm a goods receipt, do a quality check, and print a delivery note. They do not need to know how to configure a reordering rule or run an inventory valuation report. Role-based training is shorter, more focused, and more effective.

The second principle: train-the-trainer first. Super-users (key users / module champions) are trained by the consultant to full depth in week 10. They then co-train their teams in week 11, using their own process knowledge and language. A warehouse manager explaining Odoo GRN to their team in Bengali, using the company's own product names, is more effective than a consultant explaining it in formal English with generic examples.

Note · Two-shift factory, SavarGo-live day
A factory running a day and a night shift trained only the day shift, on the assumption that the night supervisor would brief their own team afterwards. On go-live night, the night-shift warehouse staff had never opened Odoo. They could not confirm a single goods receipt and fell back to paper slips — which the day team then had to enter the next morning, creating exactly the physical-vs-system gap a clean go-live is supposed to prevent. Every shift that touches a transaction needs its own training session and its own signed sign-off sheet. A second-hand briefing is not training.

Step 1 — Identify your training roles

Before building the training matrix, identify all distinct roles that will use Odoo. A role is a group of users who perform the same set of transactions — not a job title. The warehouse manager and the warehouse operator may have different titles but perform the same GRN transactions, so they share a training role.

Standard roles for a Bangladesh manufacturing or trading SME:

Accounts Payable
  • Vendor bill entry and validation
  • TDS deduction and certificate
  • Vendor payment processing
  • AP aging report
Accounts Receivable
  • Customer invoice creation
  • Mushak 6.3 printing
  • Payment receipt and matching
  • AR aging and follow-up
Senior Accountant / CFO
  • Journal entries and reversals
  • Bank reconciliation
  • Month-end close checklist
  • Trial balance and P&L reporting
Warehouse Operator
  • Goods receipt (GRN) confirmation
  • Goods issue / delivery order
  • Stock transfer between locations
  • Physical inventory count entry
Procurement Officer
  • Purchase order creation and approval
  • Vendor price list management
  • 3-way match review (PO/GRN/Bill)
  • Reorder alert management
Sales / CSR
  • Quotation and sales order creation
  • Delivery order generation
  • Customer statement inquiry
  • CRM pipeline management
Production Supervisor
  • Manufacturing order creation
  • Work order confirmation
  • Component consumption recording
  • Production output posting
HR / Payroll Officer
  • Attendance entry and approval
  • Leave request processing
  • Monthly payroll batch run
  • Payslip generation and approval
Management / Reporting
  • Executive dashboards and KPIs
  • Trial balance and financial reports
  • Inventory valuation report
  • Approval workflows (PO, payment)

Step 2 — Build the training matrix

The training matrix maps each role to each module and specifies the training depth required. Three levels:

Role Accounting Inventory Purchase Sales Manufacturing HR / Payroll
Finance & Accounting
AP Accountant DEEP VIEW BASIC
AR Accountant DEEP VIEW BASIC
Senior Accountant / CFO DEEP VIEW VIEW VIEW VIEW VIEW
Warehouse & Inventory
Warehouse Operator BASIC
Warehouse Manager DEEP BASIC BASIC VIEW
Procurement
Procurement Officer BASIC BASIC DEEP VIEW
Sales
Sales / CSR VIEW DEEP
Production
Production Supervisor BASIC DEEP
HR & Administration
HR / Payroll Officer BASIC DEEP
Management
MD / Director VIEW VIEW VIEW VIEW VIEW VIEW

Step 3 — Set the training schedule

Training runs over two weeks: week 10 (super-users) and week 11 (end-users). Sessions are scheduled by role group — never mixed-role sessions for end-user training.

Week 10 · Day 1 Accounting Super-Users
09:00–12:30 Accounts Payable deep dive: vendor bills, TDS withholding, payment, bank reconciliation, AP aging
13:30–17:00 Accounts Receivable deep dive: invoicing, Mushak 6.3 print, payment receipt, AR aging, customer statements
Week 10 · Day 2 Accounting Close & Reporting
09:00–12:30 General ledger: manual journal entries, bank reconciliation, month-end close checklist (fiscal year alignment July 1)
13:30–17:00 Financial reporting: trial balance, P&L, balance sheet, cash flow. Dashboard and KPI setup for MD/CFO view
Week 10 · Day 3 Inventory & Purchase Super-Users
09:00–12:30 Inventory super-user: GRN, goods issue, stock transfer, inventory adjustment, stock valuation report, physical count
13:30–17:00 Purchase super-user: PO workflow, 3-way match, vendor management, reorder rules, landed costs
Week 10 · Day 4 Manufacturing & HR Super-Users
09:00–12:30 Manufacturing super-user: production order lifecycle, BOM, routing, work order confirmation, finished goods posting, scrap
13:30–17:00 HR/Payroll super-user: attendance, leave management, monthly payroll batch, payslip approval, PF deduction, income tax
Week 10 · Day 5 Super-User Assessment Day
09:00–12:00 End-to-end scenario exercise: process a full order cycle (PO → GRN → Vendor Bill → Payment) and a full sales cycle (SO → Delivery → Invoice → Receipt) without consultant assistance
13:00–17:00 Sign-off interviews: each super-user demonstrates 3 core transactions in their module. Sign-off sheet completed. Gaps identified for additional coaching before week 11.
Week 11 · Days 1–4 End-User Role Sessions
Day 1 AM Warehouse operators: GRN confirmation, goods issue, barcode scanning, stock transfer (2-hour session × 2 groups)
Day 1 PM Procurement officers: PO creation, approval workflow, receiving against PO, vendor invoice matching
Day 2 AM/PM Sales / CSR: quotation, sales order, delivery order, invoice, Mushak 6.3 print, customer inquiry
Day 3 AM/PM AP/AR accountants: repeat of super-user content at basic level, focus on daily transaction flow
Day 4 AM/PM Production supervisors (AM) + HR officers (PM): role-specific transaction training
Week 11 · Day 5 End-User Assessment & Sign-Off
Full day Each user completes a minimum 3 end-to-end practice transactions in UAT environment under observation. Sign-off sheet signed by user and supervisor. Unsigned users identified for additional 30-minute coaching before go-live.
Management Dashboard & Reporting Session
1.5 hrs MD, Directors, and Managers: Odoo dashboard navigation, key report access (P&L, inventory valuation, AR aging, production efficiency). Approval workflow for PO and payment. No transaction entry training needed.

Step 4 — Assessment design per role

Assessment is not a written test. It is observation of the user completing specific transactions in the UAT environment. The assessor (consultant or super-user) watches, does not help, and marks the transaction as passed or failed. Examples:

Step 5 — Sign-off sheet template

Every user who will use Odoo on go-live day must have a completed sign-off sheet on file before the go-live date. No exceptions. This is a go/no-go criterion.

Transaction Description Assessed by Result User signature
[Transaction 1] e.g., Create and validate a Goods Receipt Note [Assessor name] PASS / FAIL  
[Transaction 2] e.g., Issue goods to Production Order [Assessor name] PASS / FAIL  
[Transaction 3] e.g., Run and interpret stock valuation report [Assessor name] PASS / FAIL  
User name: __________________    Role: __________________    Department: __________________
Training date(s): __________________    Supervisor sign-off: __________________    Date: __________________

I confirm I have been trained on the above transactions and can perform them in Odoo without assistance.

Bangladesh-specific training considerations

Training a Bangladesh manufacturing team requires specific adjustments that international implementation guides don't cover. The user population is different, and the approach must reflect that.

For the broader change management context — why users resist ERP systems and how to address that resistance — see our guide on change management in ERP implementations. Training without change management is preparing people for a system they don't want to use. For the sign-off evaluation criteria that complement training, see our UAT script template.

Bottom line

A training plan is not a schedule of sessions. It is a system that guarantees every user can perform their role in Odoo on day one of go-live. The matrix, the schedule, the assessment, and the sign-off sheet are the components of that system. The sign-off sheet is the most important — it is the last gate before go-live and the record that confirms your team is ready. Need help designing your training plan? Let's talk →

Frequently asked questions

How long should Odoo training take for Bangladesh users?

Structure training across two weeks: Week 10 for super-user/key-user training (6–8 hours per module, 4–5 full days total for a standard 4–6 module implementation), and Week 11 for role-based end-user training (2–4 hours per role group). Super-users are trained to full depth; end-users are trained on their specific transactions only. Do not compress both into a single week — users need time between super-user training and end-user training for the super-users to prepare their team sessions.

Who should be trained first in an Odoo implementation?

Train super-users (key users / module champions) first — before any end-user training begins. Super-users are typically department heads or senior staff who participated in the configuration phase. They are trained to full depth in week 10, then co-train their end-users in week 11 using a train-the-trainer approach. This creates internal capability that persists after the consultant leaves the project.

How do you train Odoo users who are not computer-literate in Bangladesh?

For factory floor and warehouse staff with limited computer experience: (1) start with 30 minutes on basic computer and browser usage; (2) train in Bengali language or with a Bengali-speaking co-trainer; (3) use printed visual cheat sheets with screenshots posted at workstations; (4) keep sessions to 90-minute blocks; (5) assess by having the user complete the transaction themselves — not by asking questions. Most computer-literacy gaps resolve within 2–3 practice sessions.

What is a training sign-off sheet for Odoo?

A document that records each user has been trained on their specific Odoo transactions and demonstrated competence in them. Signed by the user and their supervisor. It is a go/no-go criterion — no user goes live unsigned. The sign-off lists specific transactions (e.g., "Create and validate a GRN", "Print Mushak 6.3 invoice") rather than generic "trained on Odoo" language, making it both a training record and an accountability document.