Once you’ve made the decision to add a new team member, you’ll need to train them on the tasks they’ll be responsible for. There are some simple processes that will keep training organized and easy to repeat when needed.
Training a New Team Member
Many of us use Loom to record our screens for training purposes. They do offer free and paid plans, but for this purpose you should be able to get by with the free version. Loom is very easy to use and you can share the link to your video or download it to save for future use.
Organizing Training in Trello
Becky shared a tip in the BTA Facebook group in January explaining her Trello process:
- Create Trello boards for each type of “process” (i.e. Pinterest Processes, Facebook Processes, etc)
- Create the video
- Copy the URL of the video
- Add it to the appropriate Trello board
This is an easy way to keep things organized and if you hire for that task or position in the future, you can simply direct the new person to that board.
Organizing Training on You Tube
If you would like to organize your training videos on YouTube for your team, do the following:
- Create a Playlist
- Upload the video(s) and set them as “unlisted”
- Provide the link to the individual video or entire playlist to your team
Organizing Training on Your Computer or Cloud Drive
I use Dropbox to house all of my training videos. This allows my team to log in and view a training anytime they like.
- Create a folder for all your trainings
- Upload video to that folder
- Share the entire folder or the link to a specific training
Using PDFs for Training
Another option is to provide a team member with a PDF diagram that illustrates the point you need to get across. Below is an example that I created by taking a screenshot then adding text via Photoshop. This can also be done in Canva and PicMonkey.
Whatever way you decide to train someone, we highly recommend recording it and keeping it all organized. You will put in some effort once, and then easily share those trainings over and over again.
~ Amanda Formaro – Co-Founder, Bloggers Tell All