Training on procedure manuals

Jan 21, 2015

Hi,

I'm tasked with developing a course that introduces a group of students to all the manuals they will need to use in their jobs. There are 4 or 5 internal manuals, a variety of associated documents and 10 or so external manuals. The idea is to make the introductory course high level because they will use the manuals throughout the task based training that comes later. Any suggestions for how to approach this?

6 Replies
Jennifer Valley

The first thing I thought was to make the introductory course all about familiarizing them with the process explained in the manual.  That way they have a base knowledge of what will be discussed in the manuals. I'd go as far as seeing if you can get permission to video tape it or try to recreate it depending on the level of difficulty. Good luck!

Bruce Graham

Make it short!

It seems to me that you MAY be trying to overdo/overthink this.

  1. Fanfare to get attention.
  2. This is WHAT we are doing...
  3. This is WHY we are doing it...
  4. WHEN it will happen...
  5. Look at xxx and yyy for further information.
  6. Fanfare to exit.

60 seconds tops.

Make it engaging by making it relevant, and you can probably get all the hints you need from http://www.forbes.com/sites/carminegallo/2012/10/04/11-presentation-lessons-you-can-still-learn-from-steve-jobs/

Hope that helps, or at least makes you question what I think you may be seeing as your vision.

Shawn Greene

This is an old thread and I, too, like Bruce's suggestions a lot.

But there's one thing missing from all suggestions so I'll add it: Translate the internal lingo.

It's easy to forget the corporate lingo and slang we accumulate over time.For example, one of my clients referred to a set of branch procedures as "traditional services." New employees had no idea what this actually meant until someone explained it.

Ideally, each manual includes translations. Be sure the introduction does, too.

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