Content Review Schedules

That's sound advice Matthew.

Do either of you use a system that flags when a training package is due for a review?

Hey Matt

Thanks for the response. The major problem I saw with using calendars is that when someone leaves, that information will be lost. But I didn't think about a shared calendar.

We would definitely prefer something more robust but (as always) it depends on budget approvals. I'll definitely check out the airtable :)

Thanks for all of your help :)

We use a a lesson plan update.  Most of our content changes annually due to compliance policies with the Security Awareness/PCI DSS industry. 

I've started a quarterly review cycle. I keep a course log where I notate various information about the various deliverables I've created and break them down by the quarter in which they were created. At the beginning of every quarter my team reviews the trainings for the current review period and discusses what, if any, updates are needed. Those then get worked into the production schedule. 

If anyone is interested, I am happy to share that log.

I work for a company and we support many different lines of business.  We have a quarterly review cycle in which we give the state of affairs of training (Training length, training initiatives, training performance).  In addition to a quarterly review cycle, I try to line up our review cycles with peak season for our products.  For example, we have a Prepaid card offering here.  I make sure that I have a review cycle before the Christmas/Tax season. That way, we have the best information available to that team during their busiest season and there are more personnel available.

As far as actually holding the meeting... Our business is split up over multiple states, but we're lucky to have a company network.  I schedule a meeting in Microsoft Outlook and hold the meeting on a teleconference bridge.  I use Microsoft office communicator to share my screen and we go through a PPT deck.  The first review we did took awhile.  Subsequent reviews were very short, as there haven't been many changes to training from quarter to quarter.

I also use review cycles to give our clients an opportunity to make requests or suggestions for training improvement.  If you go into a review cycle an your client is telling you "Our employees just aren't getting the information... this isn't working", then you might want to meet with them more often until you get the kinks worked out.  In a worst case scenario, we held a review meeting two weeks after each training to improve one of our training offerings.