HECM TRAINING MANUAL PDF

Have you ever been in this situation? Training manuals are essential for any process related to training or onboarding — be it customer support, employee training, task delegation , new hire onboarding , or online learning. Once, I was working with three new employees who kept asking similar questions regularly — that is when I understood the true value of training and the onboarding process. That is why I have prepared this extremely useful article and training manual template for you — read on to find it!

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Have you ever been in this situation? Training manuals are essential for any process related to training or onboarding — be it customer support, employee training, task delegation , new hire onboarding , or online learning. Once, I was working with three new employees who kept asking similar questions regularly — that is when I understood the true value of training and the onboarding process.

That is why I have prepared this extremely useful article and training manual template for you — read on to find it! How to write a training manual to make an amateur a pro A winning training manual takes the employee on a seamless journey from an understanding of training objectives right down to equipping the employee with the relevant skills to execute the task on hand.

Understanding how to write a training manual is an inherent skill necessary for the success and continuity of businesses. Read on to discover 5 steps on how to write a training manual and find a training manual template enclosed. Step 1. Some common training manual objectives include: On-boarding of new employees and acclimatization to organizational job culture Up-skilling existing employees with new skills required for their job Improving soft skills an employee lacks to address gaps in a periodic performance review Reducing the number of accidents by providing safety tips to workers Changing employee attitudes and increasing productivity Preparing employees for promotion by imparting advanced skill sets Whichever objective your training manual strives to achieve, starting out by outlining the objectives will help you identify the successive important elements of the training program to create a cohesive flow.

Step 2. Identify the Target Audience A training manual can be as effective as a trainer skilled in connecting with the target audience and making the learners understand the content. Write your training manual template keeping in mind the demographics and psychological behaviors of the learners, their backgrounds, their jobs, industry, and language proficiency. By understanding the subtle nuances of your target audience, you will avoid developing a training manual template with a low completion rate, or result in recurring on-the-job errors that the training manual failed to address.

Step 3. Select Tools Now that you have identified your training objectives and target audience, it is time to select the necessary tools and develop your training materials. For this purpose, we strongly recommend using StepShot Guides.

As usual, this software documentation tool is used to create training manuals, user guides, product manuals, video tutorials, help articles, and other docs designed to teach a user how to use a program or how to accomplish a procedure.

How to write a training manual with StepShot Guides Go through the procedure you want to explain the tool will automatically capture your actions as annotated screenshots and step descriptions.

Edit and improve the training manual using the comprehensive editing toolset provided by the app. Just imagine, by launching StepShot Guides, you can automatically capture screenshots and effortlessly create a training manual and a training manual template with the help of customizable templates and export them into whatever format you need.

Similarly, you no longer need to toggle between different software programs to input comments, remarks or icons to draw attention to specific screenshots. Step 4. Develop Your Training Materials While designing your training materials, keep the following tips in mind: Introduce the objective of the training manual and what the audience can achieve at the end of the course. Inform the audience that there will be an assessment and a minimum qualifying mark in order to pass the assessment.

Failing which, a retake of the assessment is required until the qualifying mark is met. Paint the step-by-step scenario or solution you would like to present. For example, if there has been a decrease in the performance rates caused by poor experience in software usage, a user guide, video tutorial , or an SOP can be used to demonstrate to trainees how to use the program.

Promote interactivity throughout the training manual by making the learners click on icons to reveal information or launch a video. Include problem-solving discussion topics to encourage interactivity and feedback from the learner. Summarize the key points and recapitulate key learning at the end of each module to create reinforcement and instill long-term memory. For process guides, provide step-by-step screenshots in a sequence that the actual user will go through.

As a general rule of thumb, keep the learning experience up to 20 minutes maximum. Step 5. Develop an Assessment Component Having an assessment or quiz at the end of training is crucial as it provides a measurement of the training efficacy to the trainer and sets success benchmarks to the learner.

Bear in mind that the assessment must not be too technical or mathematically challenging. Step 6. By obtaining a fresh perspective, you will be able to single out typo errors and ensure that the content is accurate, clear and comprehensive. Do not forget to test the training on individuals who are like your learners. Usability test will allow you to identify system bugs that will otherwise be a blind spot. Furthermore, knowing how to write a training manual and an effective user guide helps organizations reduce operational errors, thus creating a positive client experience and expedited execution of new knowledge at a faster speed.

In the existing increasingly competitive business environment, efficiency, a speed of delivery, and cost management will set you apart from the pack. This underscores the importance of documentation ninjas as a valuable asset to organizations, and with the right tool like StepShot Guides, anyone can become a documentation ninja.

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