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Documentation & Training

Are you tired of jogging your memory every time you try to do that complex business chore?

Do you wish you had your internal processes written down?

Does your organization have high turnover and you need the new people to learn on their own?

I'm here to:

Document your business processes

We all have those tasks requiring multiple steps that are difficult to remember. They are especially challenging if they are tasks we don’t do every day.

I can help you establish documents (or standard operating procedures) for your personal reference or for training a new team member.

Possible formats: written text, video instruction

Create customized training materials for you

When new software is the right solution for streamlining your business chores, but the tool itself is overwhelming, I can create customized training materials for you.

I can help you define how you want to use the new software and then establish documents for your personal reference or for training a new team member.

Possible formats: written text, video instruction, online course

I have the experience you need.

Process Documentation Example

Challenges

  • I filled a newly created position that served as a liaison between two departments
  • Each department lacked an intimate understanding of the reasoning behind the other’s workflow needs
  • I had to train my replacement and there was no manual to give them

My Solution

  • I categorized my job duties by department served and software used
  • I documented the high-level processes and frequency they should be completed
  • I wrote step-by-step instructions for each task in a file that became a reference document

Customized Online Course Example

Client Challenges

  • Frequent webmaster turnover
  • Volunteers who may lack formal training around building websites
  • The pandemic forced them to hold a virtual annual conference for the second time
  • While I had built their Conference Portal the previous year, I was no longer serving on the nonprofit’s board

My Solution

  • I recorded instructional videos showing how to update the website and the conference portal
  • I created an online course featuring those videos (totaling ~2 hours of instruction) and granted unlimited access to the organization’s current and future volunteers
  • I included written instructions, tips, and tricks

What People Are Saying

“We had experienced a lot of turnover during the past year in some of positions, leaving us very behind in the creation of our online portal for a virtual conference. Josie not only got us started on the creation of the online portal, but she also created a series of training videos for our board.”

— Jennifer Musser, President (2021), Michigan Teachers of English to Speakers of Other Languages

“I know Josie can benefit other organizations with her skill set. Ms. Gruber is a valuable team member with organizational and systemic thinking.”

— Dr. Christina T. Kozlowski (2020), MITESOL President & Administrator of Language Acquisition, Warren Consolidated Schools

“Josie was extremely thoughtful and flexible. She customized the package she could offer us based on our exact needs and limitations.”

— Jennifer Musser, President (2021), Michigan Teachers of English to Speakers of Other Languages

Are you ready to document your internal processes?

Tell me what you’re struggling with and let me figure out next steps.

Contact Me to Get Started