How to improve your SOP training using SharePoint

A huge problem in business is whether we can be really sure that training on company Standard Operating Procedures has genuinely been read, understood and ultimately can be adhered to by staff members.

Another common issue when companies train on protocols or practices on behalf of a client, is how the customer can be really sure that their protocols are being followed by your teams?

Should we rely on meetings and phone calls?

One answer would be to make sure that you interview your staff regularly after training them on a SOP. Perhaps you could email them to check or gain their sign-off to ensure they have read the document? You could then test their understanding. However, if you are working on behalf of a client, how do you convince them that your staff have read and can adhere to the procedure(s)?

Its very hard in practice to judge how widely a process has been read. Even harder to judge comprehension with any level of certainty.  One of your staff members may be really good at absorbing but may not convey confidence. Another may be super confident but lack understanding…and all the greys in between. Take all of that potential variance in comprehension and then try to convey confidence to your client.

How to measure the success of SOP training quickly instead of wasting hours of your day.

It would be nice – as the person in control of a Standard Operating Procedure, a protocol or a process – if you could exploit the features of SharePoint, the document you sweated hours over to create and simply distribute to a group of people safe in the knowledge that the SOP software you have ensures they read and confirm that they have understood your operating procedure AND you have MI to back it up.

Not only that but if the software allows you to easily view who has and hasn’t done what you asked, you can take action at the right time. Instead of spending hours ‘being intuitive’ about how well your process is being understood, or organizing a set of rules in your mailbox to categories replies, you could spend those same hours developing and improving your practices and procedures to further your business.

In same manner, the time spent convincing your client that your staff have understood and are following the guidance, could equally be used showing them readily accessible proof in the form of reports. This benefits you and your client by improving the working processes and building confident, uniform relationships with them.

Sound good? Well its absolutely possible. DocRead takes care of the distribution of your operating procedures to an audience (internal or external). When you assign a Process or procedure to a group or individual for review, the workflows take care of ensuring your staff have read and understood the content (especially when combined with DocSurvey).  The MI takes care of showing your customers how your staff are doing when it comes to reading their processes and practices. In the mean time, you can take care of your business and your processes.

Its simple. A few clicks of a button on an existing or new document/video/web page and its done. No more hours spend seeking a level of confidence to pass on to your customer. No more worrying if the supplier really has done what they say they have. Its all there with DocRead.

We hope you find this useful and thanks for reading.