This guide to creating a training plan for your office to go paperless assumes that you already have a plan in place to convert your paper forms to digital, if you haven’t already, I recommend taking a look at our guide to going paperless for offices.
As part of going paperless, you will likely have a new app, software, or hardware that your team will need to start using instead of their old paper-based approach which will form the main focus of your training plan.
What do you want your team to get out of this training plan? Your training objectives identify the end result you want from your training plan, since the core purpose of the training plan is to support your team in going paperless, your objectives will likely be closely related to that and the new paperless technology. You objectives could look something like:
These objectives assume your team would be learning a whole new technology, but you may instead just be teaching them how to carry out a new set of tasks on the software they are already familiar with.
The next step is to deconstruct your training objectives into the individual business processes your team needs to learn to meet your training objectives. For example, if your objective is for your team to learn how to use Xero, your business processes may look like:
Your list of business processes should cover each new activity you expect your team to do on an ongoing basis as part of your transition to a paperless office.
For the final stage of your training plan, design the “course material”, and implement it, using the previous information you noted down as the syllabus. Your final training plan may look something like this:
As a bonus step, repurpose your training plan into a quick reference that covers the same topics. By creating a reference guide to your business processes and making it easily accessible, your team can refer to the documentation if they forget how to carry out any of the business processes, and update it if those processes change.