Live Training Workshop

Topic: Business Process Documentation System

Overview

This three-hour live workshop helps people create a system to ensure their business process documentation continues to be created, used, and updated, to experience the benefits of efficiency, reduced stress, scale, and more.

See the sales page

 

Responsibilities: Instructional design, development, educational template/workbook creation, recording the instructing/training videos


Target Audience: Small business owners, operations managers for small-to-medium-size businesses, founding team members at startups, agency team members 


Tools Used: Zoom, Google Slides, Google Docs, Canva, Maven


Client: My own business


Year: 2023

Problem

The length and cost of the full version of this course. may not be accessible or necessary for people who only want to learn about this one topic, creating documentation systems. 

The topic-related problem-to-solve is the same as the full course. 

Solution

A one-session, three-hour workshop was the solution to accommodate more specialized needs, schedules, and budgets. The content is the same as the systems topic session(s) in the full course.

The class is designed to help people make decisions to plan out their documentation systems in class, piece by piece, while learning best practices. They also receive feedback from me and from fellow class members to make decisions and improve their work.

 

Examples:

 

Process 

  1. Analysis: Researched the difference in the target audience (budget and needs differences compared to the full course), and potential content changes needed to accommodate a different course format
  2. Design: Decided how the content and activities would be presented and reinforced, including changes from the full course format
  3. Development: Created and tested the changes to the slides, scripts, surveys, communications, and other materials. 
  4. Implementation: Created the sales page, opened the course to live users, and began marketing. Did not do a beta test since the content had been tested for several cohorts of the live course.
  5. Evaluation: Set up follow-up assessment emails for 1,3,6, and 12 months after the course ended, with the same assessment of the learning objectives that students took before the first class, to compare their progress and make sure the course was achieving the intended outcome.
  6. Continuous Improvement: Making feasible improvements on a regular basis, documenting larger improvement feedback for the future, and continuing to improve and iterate. 

 

Results & Takeaways

4.9/5 average rating

Examples of some of the changes/improvements from learner feedback:

  • Increased the class time to accommodate longer breakout sessions and more work time
  • Made the same relevant improvements as the full course 
  • Increased marketing to teams taking the workshop together, to help collaborate and make team-wide system decisions together in a safe space with guidance

Learner Testimonials:

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Karin Fair

"HIGHLY RECOMMEND for anyone who’s taken on the important role of CDO “Chief Documentation Officer” for their organization. Great process documentation is a critical Step 1, but what happens next? Jen expertly guides you through establishing the right system to keep your documentation updated and easily accessible for your team. The workshop is collaborative, informative, and comes with tons of follow-up resources."

 
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Jessica Lewis

"This workshop gave me a framework for how to take the documentation I created in her previous workshop from v1 to v2 and beyond. This is really good for me because I am still working on the mindset that "done" is better than "perfect" or even "good." Another great takeaway was learning how and when to include other people in my documentation system, which I already know is going to open new possibilities for collaboration and knowledge-sharing." 

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Ange Davis

"This course was fantastic -- really helped my team finally get moving with concrete action items and a plan instead of still debating how we could start."