Feeling overwhelmed about choosing the "right tools" for documenting your business processes or building your employee training? I got you.
(Warning: A whole lotta affiliate links are about to come your way, but we only recommend tools we actively use ourselves and LOVE!)
Here are the essential tools we recommend and use with our clients every day:
1. Learning Management System: Trainual
We love it so much, we’re Trainual Certified!
This is where all of your content will live and be accessed by your team, so it's important to choose one that is simple to use and can grow with you for the long-haul.
Traditional learning management systems are full of cool features that instructional designers geek out about, but that's not what you need. Trainual was built for businesses and they're constantly fine-tuning their feature set to continue to help businesses get clear on how their business works. Ok, enough gushing. It's great.
2. Video Capture Tool: Loom
Old binders-full of Standard Operating Procedures are OUT. (Because no one used them anyway.) Video is IN. I am obsessed with using Loom to document business processes and training. You can hit record on your desktop or phone, explain your process while recording video or sharing your screen and get an auto-generated URL you can embed right in Trainual! (And did I mention it's integrated into Trainual too!)
Remember, the successful process documentation is the one that gets used and updated regularly. Loom videos make it friendly to learn and create a frictionless method for updating processes quickly. Do it.
3. Project Management Tool: Monday.com
Having a tool to manage the project of building your operations manual or employee training is essential. This will be used to break down what content needs to be created, assign content creators, and set (and track) due dates.
We love Monday.com because it's friendly-looking for non-technical users and infinitely flexible. You're really only limited by your imagination as to what you can create with it, but they also have a ton of great templates you can use right out of the box.
If you're not quite ready to invest in a project management tool, you can always start with a simple Google Sheet.
You’ve Got This!
Armed with these three tools, your team has everything it needs to start documenting your business!