How To Assist Your Workers Be taught New Software program

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You acquire some software program, and it got here with a person guide (on-line assist) with detailed step-by-step procedures and a listing of ordinary experiences. However does it let you know the situation when the process applies or when to make use of the usual experiences?


If it does, you’re manner forward of the sport! But when not, your staff is probably not taking full benefit of the accessible options and performance. In the long run, you is probably not leveraging your know-how funding as a lot as you could possibly be. That is particularly true for brand spanking new staff who could initially be on data overload.

Having a complete person guide accessible to your staff is step one. Listed here are 5 methods to assist your staff use the know-how higher and be extra environment friendly:

5 Methods To Assist Your Workers Be taught New Software program


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1. Create course of workflows (I usually use Visio) together with the guide steps and when to make use of the pc process. You possibly can even present when particular normal/customized experiences ought to be used.

  • Don’t neglect to reference these workflows and procedures in your coaching supplies
  • Publish the procedures, workflows, and coaching supplies in your intranet in order that staff can simply entry the newest model
  • Should you add the workflows and procedures onto your intranet, you should use hyperlinks. You probably have a workflow that accommodates a pc process, right-click on the form, and add the hyperlink to the process. Then, whenever you click on on the form, it’ll deliver up the precise process.

2. Create “Suggestions” describing whenever you would use particular options and capabilities that the enterprise might actually profit from utilizing. Publish a brand new tip on the intranet every day/week. You possibly can even embrace suggestions for underutilized however highly effective Microsoft-related instruments like:

  • Excel – PivotTable or formulation (similar to If, Concatenate, and Vlookup)
  • Phrase – Stylesheets or monitor adjustments characteristic
  • The important thing advantages of utilizing OneNote and/or OneDrive

You should definitely present examples of why/once they may wish to use a PivotTable, which can assist present the advantages of utilizing a PivotTable.

3. Have a “lunch and be taught” combining related suggestions into one session for a selected subject (e.g. Excel) or a task (e.g. finance). Attempt to work the following pointers into your coaching curriculum.

4. Coaching

  • Provide coaching courses (instructor-led and/or self-paced) coaching supplies
  • For brand new staff, staff getting ready for a promotion, and refresher coaching
  • Self-paced programs (similar to movies or utilizing Articulate 360) are particularly handy for workers who work off-hours
  • Create “cheat sheets” for issues like shortcuts, hotkeys, and many others.

5. Should you’re utilizing the Microsoft Workplace suite, there may be on-line assist inside the functions. Should you’re in search of some further coaching supplies, there are third-party distributors who present particular coaching supplies similar to movies and fast reference playing cards for merchandise similar to Workplace 365 in addition to Acrobat and Home windows. You should buy these things and publish them in your intranet.


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These are some easy methods the group can spend money on your staff’ improvement. Workers will recognize the efforts to make them extra educated and change into extra environment friendly.

For extra ideas past the person guide, observe me on LinkedIn!

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