Find & Follow Workshop
Launching a new knowledge & training resource can be daunting. Align your team and create a plan for developing your company's digital guides and training resources with the Find & Follow Workshop.
Creating a knowledge base and new-hire training program that your employees can use and trust isn’t easy. Whether you are starting from scratch or revamping existing guides and resources, you have a long to-do list ahead of you. So, you want to get it right from the get-go.
That’s where the Find & Follow Workshop comes in.
During this workshop, we help you and your team align on employee responsibilities, and determine what resources you need to create to best support employees.
The Find & Follow Workshop is the recommended first step of preparing to launch a Find & Follow Training Program. The workshop has three main goals: align, define, and dig.
The Find & Follow Workshop helps get both the operations and training teams on the same page, and in agreement on what needs to be taught during training for effective operations.
During this workshop, we work together to define what employees need to know, what they need to be able to do, and exactly how they should be doing it when they come out of training.
We dig into exactly what the process looks like for all of your employee tasks and procedures. This will gives us the blueprint for how to design digital guides that your new and tenured employees use.
Our “all-hands-on-deck” Find & Follow Planning Workshops last around 4 hours and are designed to be interactive, engaging, and highly productive. Here’s a summary of how the workshops are run.
Identify needs
Review and grade existing resources
Spot the gaps
Create a plan
First, we’ll work with your team to identify the “triggers'' or moments where end-users require support. What questions do users have? What transactions are they performing? What policies or procedures are they required to follow?
Some example triggers include:
The next step is understanding your current content landscape. Together we’ll create a list of all the content you already have documented. Then we’ll evaluate that content for usefulness and accuracy.
At the end of this step, we’ll know exactly what needs to be updated and who is in charge of doing so.
Based on step one and step two, we’ll now be able to easily identify where our content gaps are. A gap is considered a question or transaction a rep has that does not have a resource documented.
At the end of the workshop, you’ll walk away with a content plan that identifies the following:
"It's very clear why our training and onboarding was such a struggle before [Find & Follow]. We never identified all the things employees did, so we couldn't create a program to help them do it."
"The workshop was such a revelation to me as a trainer. It was great to get this clarity from supervisors and front-line employees about what they needed."
"The workshop has given us so much clarity on what employees need from a training perspective."
"Getting this report is huge for our team. I'm so excited to create a single-source of truth that can help employees handle all of these different situations."
"The workshop has given us a lot of hope that we can finally develop an onboarding plan that works."
No! While having a ScreenSteps knowledge base is helpful for executing the plan we’ll create, it’s not critical. Our planning strategy works for any company seeking to optimize its knowledge base content, no matter which knowledge base software they use. Anyone can sign up for a Find & Follow Workshop.
The cost of a Find & Follow Workshop is $2,500. To get started, request a consultation today.
We recommend allocating four hours for our Find & Follow Workshop. While it might not take all four hours, it often does. A good rule of thumb is that the Find & Follow Workshop should “take as long as it needs to.”
No! You can invite as many participants as you want. We recommend only inviting those who are necessary and will be impacted by the project. We don’t want “too many cooks in the kitchen.”
At the end of the workshop, you’ll walk away with a plan that identifies the following:
Check out this blog post for more information on the Find & Follow Workshop deliverable.
ON-DEMAND WEBINAR
In this webinar, you'll learn how this workshop helps you align your teams and define what resources you need to create so that you REALLY prepare new hires for what they will do on the job.
Learn more and prepare for a Find & Follow Planning Workshop with these resources.
Check out this blog post and video to learn everything you need to know about the Find & Follow Workshop.
This blog post explains what you walk away with after you’ve completed a Find & Follow Workshop, including what is included in the Find & Follow Workshop Report
Use this workbook during your workshop to define what your employees need to know and what they need to be able to do.
Watch this webinar to learn exactly why and how to run a Find & Follow Planning Workshop for your company.
Ready to align your team and start planning your knowledge base and training program the right way? Talk to a ScreenSteps specialist to get started.