"Documenting processes ensures that critical information is not just in employees' heads but accessible to all, leading to consistent execution and better customer service."

In this episode, Mallory and Shawn discuss the absolute importance of documenting processes and strategies for creating captivating training content.

They go beyond crisis situations to explain why having clear and documented processes is essential, exploring key considerations for choosing which processes to document and how to map out processes and define their steps.

To make training engaging, they also emphasize the significance of providing context and clearly stating the outcomes for learners. Additionally, they highlight the importance of incorporating application activities and assessments within the training. They also talk about bridging the gap between subject matter experts and learners and suggest ways to involve learners in the training development process.

Key Takeaways:

• Documenting processes is crucial for consistency and optimal performance.
• The creation of training materials involves clear, logically ordered steps that are easy to follow. Breaking up text with visual elements and including application activities helps make the content more engaging and easier to digest.
• Assigning ownership of training subjects ensures accountability and customization. Utilizing pre-designed templates can save time and provide a structured approach to documenting and training on processes.

Chapter Markers:

[05:40] Document process beyond crisis situations.

[07:32] Criteria for which processes to document.

[12:19] Context in the training content.

[29:49] Evaluate learner progress.

[34:04] Learner-SME gap.

[40:22] Practice and application.

[42:48] Application activities & assessments.

[49:13] Learner-centered.

[52:04] Brand styles and design.

[53:06] Engagement through graphic content.

[54:38] Strategic training content.

[57:05] Ownership of training content.

[58:16] Templates and resources.

Resources:

Want more resources from this episode? We’ve got an episode recap, replay and every template, process, and resource we covered right here: https://share.trainual.com/subject/e836da97-b7dd-400a-88ed-6d7cf6daa1bf/topic/3880811/step/16326883

Trainual

Inside The Process provides solutions for every aspect of the business — from process headaches and system improvement to self-management and leveling up as a leader.

Mallory Glessner and Shawn Jensen sit down with some of the brightest business minds and unpack their specialized insights to help you improve and level up the work you’re doing.

But Inside The Process isn't your typical business podcast — it's your go-to consultant (without the thousands of dollars in fees). Covering business best-practices, company culture, leadership and more — helping YOU take action and grow your business.

So, whether you’re a team leader who isn’t sure where to start or an experienced manager who wants to explore new business processes that save time, energy, and money — this is the show for you.

And don’t forget to hit subscribe to get a notification when the next episode drops!

This is one of a few podcasts from Trainual, a software platform that helps businesses build playbooks to train and grow their team. You can check out the rest of our shows here: https://trainual.com/insidetheprocess