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Path: Capabilities: Team: Management: Training
Saturday, 09 September 2017


10 Processes For Organizing Your Team’s Training

Francis Pedraza
Sep 9, 2017 · 5 min read

1. Orientation

Every new hire not only needs onboarding to be properly set up, but an orientation to become familiar with how the company thinks, makes decisions and operates.

2. Reviews

Managers review their reports on a regular basis, so they know where they stand. Feedback begins even before they join the company, during the Hiring process. Once onboarding and orientation is complete, your S.I. will schedule time for each new hire to sit down with their manager, review the evaluations, and set expectations for the next performance review.

3. Promotions

Performance reviews inform promotions. Depending on your strategy, finances and business model, promotions may be regular or only as-needed.

4. Qualities

Qualities are an evaluation and coaching framework for managers to assess whether their team members embody the company’s values. Every quality is paired with a value.

5. Skills

Skills are another evaluation and coaching framework. Most skills are functional—and can be taught in a training session (below). Tests can measure improvement in each skill over time.

6. Sessions

Training sessions teach functional skills. Coaching sessions focus on character qualities. In between evaluations, your S.I. will encourage Managers and Reports to schedule sessions to improve their scores on each metric.

7. Assignments

Managers can assign reading and writing assignments, and other training-specific tasks that don’t relate directly to company projects, but which increase alignment and learning. Each assignment can be paired with a test.

8. Tests

Administering tests is a superpower. A test can be as simple as a single question, or as advanced as a sales quota. Qualitative or quantitative, in writing, visual media, live — tests are flexible. The format is up to you, and so is the evaluation framework.

9. Knowledge Base

Over time, even experienced practitioners find little tips and tricks that make them better. But if these aren’t shared within and across teams, then the company misses out on efficiency gains — gains that really add up. Your S.I. can surface these best practices, set up and maintain the knowledge base, and make sure that everyone is benefiting from these insights!

10. Advanced

Every Mistake and Problem is an opportunity to evaluate, coach and teach. Want to improve your team’s productivity? Write a test. Wish your team took more initiative? Add a quality.

Invisible: Processes

We do your work, so you can do your real work.

Francis Pedraza

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Invisible: Processes

We do your work, so you can do your real work.