![Page 1: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/1.jpg)
Training and Process Documentation
Strategies for Onboarding Success
June 7, 2016
![Page 2: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/2.jpg)
OBJECTIVESWhat you’ll be able to do:
2
• Identify and apply strategies for Onboarding Success
– Identify and apply best practices for creating or revising training programs
• Identify when process documentation is needed
• Identify how to approach writing process documentation
• Visually see some examples of various formats of documentation
![Page 3: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/3.jpg)
WHY DO WE TRAIN?Audience Response
3
![Page 4: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/4.jpg)
Starting backwards…
4
• Start with the questions, and lead your learners into the answers.
– Why should they learn it?
– What will they learn?
– How will they be evaluated?
– How can they improve next time?
![Page 5: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/5.jpg)
Best Practice: Providing Rationale
5
Explain why
learners should
learn the
content, and
how it applies
to their work.
Image: https://www.flickr.com/photos/groundswellzoo/8314064918
(Stolovitch & Keeps, 2011; Prensky, 2010)
![Page 6: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/6.jpg)
Best Practice: Make it RealMakes the information more…
6
RELEVANTREAL
(Stolovitch & Keeps, 2011; Prensky, 2010)
![Page 7: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/7.jpg)
Best Practice: Writing Performance Objectives
7 (Stolovitch & Keeps, 2011; Prensky, 2010)
Inform learners
of what they will
be able to do
after completing
training.
![Page 8: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/8.jpg)
Best Practice: Measurable and Achievable
8 (Stolovitch & Keeps, 2011; Prensky, 2010)
Performance Objectives = Performance Goals
Action
Verbs
Recall
Create
IdentifyWrite Explain
Answer
![Page 9: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/9.jpg)
Which is measurable?
9 (Stolovitch & Keeps, 2011; Prensky, 2010)
Choice 1: Know the difference
between the start button and the
stop button 100% of the time.
Choice 2: Identify the stop and
start buttons correctly 100% of
the time.
![Page 10: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/10.jpg)
Best Practice: Design Activities to meet Objectives
10
• Give learners
things to do that
help them achieve
the performance
objectives.
• Engage them!
AUTHENTIC
LEARNING
Solve a
realistic
problemAnswer a
relevant
question
Perform a
task
(Stolovitch & Keeps, 2011)
![Page 11: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/11.jpg)
Kaizen - Learning by Doing
11 (Stolovitch & Keeps, 2011)
Van Tiem, Moseley, & Dessinger (2012)
“Knowledge remains just knowledge
until we put it into action.
Practice is the best way of learning,
and wisdom emerges from practice. ”
![Page 12: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/12.jpg)
Best Practice: Evaluation & Feedback
12 (Stolovitch & Keeps, 2011)
Check to see if the
learners have mastered
the performance
objectives.
Correct them when
they are incorrect.
Confirm when they are
correct.
(Stolovitch & Keeps, 2011)
![Page 13: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/13.jpg)
What is the end result of using these best practices?
13 (Stolovitch & Keeps, 2011)(Stolovitch & Keeps, 2011)
![Page 14: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/14.jpg)
What is a Process?
14
![Page 15: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/15.jpg)
Process Documentation
15
- Action oriented
- Outline steps to take
- In the proper order they should be taken
- Solid
- Precise
- Factual
![Page 16: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/16.jpg)
When?
16
- Important
- Complex
- Steps are being missed/incorrectly completed
- Lengthy
- Routine (but essential)
- Consistency demanded
- Involves change
- Confusing
![Page 17: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/17.jpg)
Considerations
17
- Readers NEED to know
- Assistance/Guidance
- Exceptions
- Technical Issues
![Page 18: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/18.jpg)
Information Gathering
18
- Experts
- Long time staff
- Stakeholders
- Technical staff
- Users of the procedure
- Notes
- Surveys
- Flow Charts
Asking the right process discovery questions elicits the answers you need to be effective
![Page 19: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/19.jpg)
Writing a Draft
19
- Write actions in order they are to happen
- Avoid too many words
- Communicate clearly
- Active voice
- Lists and bullets when necessary
- Careful use of jargon and slang
![Page 20: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/20.jpg)
Assess Design Elements
20
- Flowcharts
- Screenshots
- Checklist
- Highlighting
![Page 21: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/21.jpg)
Putting Your Draft into Practice
21
- Users completing the task
- Review for accuracy/gaps
- Update with any changes
- Publish final document
- Review and update annually
![Page 22: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/22.jpg)
![Page 23: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/23.jpg)
![Page 24: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/24.jpg)
![Page 25: Training and Process Documentation - purdue.edu · Training and Process Documentation Strategies for Onboarding Success June 7, 2016. ... What is Business Process Documentation? Where](https://reader031.vdocuments.net/reader031/viewer/2022022008/5ae2934a7f8b9a495c8c3abc/html5/thumbnails/25.jpg)
REFERENCES
25
● Prensky, M. (2010). Teaching Digital Natives. Corwin: Thousand Oaks.
● Stolovitch, H. and Keeps, E. (2011) Telling Ain’t Training. ASTD Press: East Peoria.
● Van Tiem, D. Moseley, J. L, and Dessinger, J. C. (2012). Fundamentals of
Performance Improvement: Optimizing Results through People, Process, and
Organizations (3rd edition).
● What is Business Process Documentation? Where and How is it applied? (n.d.).
Retrieved May 13, 2016,
from http://theprocessconsultant.com/process-documentation/
● Writing a Procedure: Making Sure Things Are Done Without Mistakes or Omissions.
(n.d.). Retrieved May 19, 2016,
from https://www.mindtools.com/pages/article/newTMC_78.htm