Process maps and flowcharts are great for planning. But the feedback we hear from most people who use them as procedures is that they’re not fans.
1. eLearning delivery and management (LMS) A Learning Management System (LMS) is great for teaching employees something new and helping them gain a broad understanding of a topic. It can also be used to teach employees more in-depth concepts about something they already know a little about.
When people begin using ScreenSteps, the focus is often on the knowledge base and the search capabilities and some of the cool features like checklists, foldable sections, and decision trees.
1. Make a clear call flow for taking the call Design a clear patient scheduling workflow that your reps can easily follow while they are on a call.
Quick question for you: What is the right way to load a dishwasher?
What is the “Change” Moment of Need? The Change Moment of Need is one of 5 Moments of Need. The 5 Moments of Need is a methodology created by Bob Mosher and Conrad Gottfredson to help Learning & Development teams identify the learning opportunities for employees.
If you’ve ever written procedures, created job aids, or prepared training materials, you’ve needed to take a screenshot to show somebody where to click in a system. But not all screenshots are created equal.
1. Determine who (or what) will be the initial contact for callers Your intake script will vary depending on what kind of phone system you have in place.
Writing clear processes and procedures is challenging. You want your employees to be able to look at an article for the first time and be able to follow the steps.