Problem:
No formal onboarding or new hire training for any role within the division
Lack of organized resources, no idea of what they have
5 divisions all operating differently
Solution:
Completed a needs and gap analysis by completing the steps below and sorting through the data:
Interviewing all team managers, division leaders, and 2 employees from each team utilizing a specific set of questions.
Gave all division employees a survey, results below.
Utilized performance review and job description criteria to create a job task spreadsheet and track resources.
All managers put any resources used to train new employees or reference by current employees in a central Teams folder.
Developed a report and action plan (the full one is proprietary, see snippets of idea generation from AI below) including:
Creating a centralized repository, naming convention, and governance for trainings/processes/videos/resources.
Developing an onboarding plan for all new employees.
Beyond federally required certifications, creating a path to internal certification with a common training plan. This plan included room for each team's nuances to be input as necessary.
Identifying specific trainings/processes that needed to be created to fill gaps.
Began to work on the above items, and more, to create a holistic plan for each team.
Click the arrow to view the document
These questions are used in a project kick off meeting prior to determining the training need and type. They can also be used to help in the training design and establishing norms with SMEs.
This is the storyboard for a five-module series on SPO Troubleshooting and Escalation practices. The modules are intended for tenured customer support employees who service small businesses that use Microsoft products. The entire series was built in Rise with integrated Storyline interactions, scenarios, and games as well as PowToon videos as needed.