Inform People’s Post

Do you have a training programme that's still in a paper booklet? One that you have been meaning to 'put online' for a bit too long? Never fear, Pathways are here! We have the perfect solution for combining your online and offline training, data collections and sign off processes, all in one place - so that you can present your people with the information they need from Inductions to Management Development. Then track completion in the detailed reporting from anywhere at any time. Read more in our blog below: #learninganddevelopment #managementtools #businessgrowth

Changing one technological system to another requires guidance and hands on training for your team but also your clients. Accepting that it may not be an easy process and acting accordingly will allow the change to be as smooth as possible. David McRae BBB Partners #technology #changemanagement #classignite #training #financialadvisers #financialplanning #financialservices

Ineffective systems utilisation? So, you have implemented a new system, you feel everything has gone well and you are hoping it delivers all the benefits you identified.  However, after a short while you start hearing the dreaded comment 💬 “it’s not as good as the old system” and the utilisation of the system is nothing like as you expected. Now, this can occur for many reasons but one is due to how people received training on how to use the new system. With many corporate systems, one of their objectives is to drive compliance, this may be reporting obligations, approval steps or more broadly to make sure a process is followed.  Without an understanding of why these steps are important and how they assist in getting their work done more efficiently and effectively people tend to reflect it is just a “difficult system” to use. How do you overcome this? I have worked with organisations to design and deliver systems training which follows through typical workplace case studies and scenarios.  The benefits achieved with this type of training is that participants understand why the system has been deliberately designed as it is, helping them in two ways: ✅ Firstly, with this understanding, they begin to utilise the system more effectively, and ✅ Secondly, they understand how to navigate scenarios when things aren’t so black and white If you are having troubles with the utilisation of your finance, procurement or project management system, please contact me and we can discuss how I can help. #systemstraining #Patchway #financesystems

Ineffective systems utilisation? So, you have implemented a new system, you feel everything has gone well and you are hoping it delivers all the benefits you identified.  However, after a short while you start hearing the dreaded comment 💬 “it’s not as good as the old system” and the utilisation of the system is nothing like as you expected. Now, this can occur for many reasons but one is due to how people received training on how to use the new system. With many corporate systems, one of their objectives is to drive compliance. This may be reporting obligations, approval steps or more broadly to make sure a process is followed.  Without an understanding of why these steps are important and how they assist in getting their work done more efficiently and effectively people tend to reflect it is just a “difficult system” to use. How do you overcome this? I have worked with organisations to design and deliver systems training which follows through typical workplace case studies and scenarios.  The benefits achieved with this type of training is that participants understand why the system has been deliberately designed as it is, helping them in two ways: ✅  Firstly, with this understanding, they begin to utilise the system more effectively, and ✅  Secondly, they understand how to navigate scenarios when things aren’t so black and white If you are having troubles with the utilisation of your finance, procurement or project management system, please contact me and we can discuss how I can help. #systemstraining #Patchway #financesystems

Consolidate all your training data in one secure location, ditching the paper chase. Generate comprehensive reports in minutes, not hours, with automated features. Gain valuable insights by customising reports to your specific needs. Plus, maintain a clear audit trail for effortless compliance. Say goodbye to audit stress and hello to a streamlined training experience! Learn more about creating audit-ready reports today! https://loom.ly/M3xy8Is #training #auditready #learninganddevelopment

Consolidate all your training data in one secure location, ditching the paper chase. Generate comprehensive reports in minutes, not hours, with automated features. Gain valuable insights by customising reports to your specific needs. Plus, maintain a clear audit trail for effortless compliance. Say goodbye to audit stress and hello to a streamlined training experience! Learn more about creating audit-ready reports today! https://loom.ly/M3xy8Is #training #auditready #learninganddevelopment

🧡 When we say that we are the most secure🔒 digital coaching platform to manage your business, this is what we mean ⬇️. → Our platform comes built-in with role-based access → Passwords are protected with hashed salts; which means no one (including us) can see your password. → Accounts are automatically locked after 5 failed attempts → Password reset links are valid only for 6 hours → Access to the production environment is restricted with a private key We can geek out even more on the technical details of data safety here. Or, you can check out details of our compliances and certifications at https://lnkd.in/dYVEPnpS

Check this out and learn how to master the fundamentals of contract review.

As your business grows, having Standard Operating Procedures (SOPs) in place is not just “nice to have”, it is 100% essential. If you could create just *one* SOP to save time you and energy, I’d recommend starting with a Delegation SOP. The SOP will go something like this: 1️⃣ Identify repetitive task: keep a running list of all the tasks you do more than once, classify by frequency (daily, weekly, monthly, etc) and business pillar (admin, finance, marketing, etc) 2️⃣ Document the task: The next time you do the task, create a document and take the extra time to either record the steps with a tool like Loom or simply write out each step and take screenshots - leave NOTHING up for interpretation 3️⃣ Define the outcome: Write in plain language what success looks like for the task. Example: “Client onboarding is completed within 48 hours, with all documentation uploaded, ensuring a seamless and standardize experience for all clients.” These SOPs will save you hours of training, back-and-forth communication, and quality checking when you eventually do hire that person to help you with your business. One added bonus is it will also save YOU precious mental load while you’re getting ready for that hire. Trust me. 💭 If you could delegate one task permanently, what would it be? Share in the comments—I’d love to know! #Efficiency #SmallBusinessTips #Scalability

𝗬𝗼𝘂'𝘃𝗲 𝘄𝗿𝗶𝘁𝘁𝗲𝗻 𝘆𝗼𝘂𝗿 𝗦𝗢𝗣𝘀... 𝗯𝘂𝘁 𝗻𝗼𝘄 𝘄𝗵𝗮𝘁? When starting a new business or project, creating SOPs is only half the battle. The real challenge is ensuring they're read, understood, and followed consistently. Too often, these documents are long, boring, and numerous, leaving staff frustrated, disengaged, or even unaware of the content. 🌟 𝗛𝗼𝘄 𝗱𝗼𝗲𝘀 𝘁𝗵𝗶𝘀 𝗮𝗳𝗳𝗲𝗰𝘁 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀? When SOPs are left unread, business processes are compromised. Whether it's critical safety measures, customer service protocols, or day-to-day operations, SOP adherence is essential to running smoothly and efficiently. 👎 𝗪𝗵𝘆 𝗶𝘀 𝘁𝗵𝗶𝘀 𝗵𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴? SOPs are usually created with the best intentions but can be overwhelming and tedious for employees to get through. With no time or inclination to read lengthy documents, important information is often missed or forgotten after a single reading – particularly when the tasks are complex or infrequent. 💡 𝗪𝗵𝗮𝘁’𝘀 𝘁𝗵𝗲 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻? It’s time to rethink how SOPs are delivered. Engaging, interactive learning processes can transform how staff interact with these critical documents. Incorporating refreshers and timely reviews helps maintain adherence and ensures SOPs stay relevant and effective. 📈 𝗪𝗵𝗮𝘁’𝘀 𝘁𝗵𝗲 𝗯𝗲𝗻𝗲𝗳𝗶𝘁? By improving SOP adherence, you can boost employee satisfaction, improve customer service, and enhance overall safety and compliance. The impact on your business is clear – better adherence means smoother operations and ultimately a more effective organization. 🛠 𝗪𝗵𝗮𝘁 𝗰𝗼𝗺𝗲𝘀 𝗻𝗲𝘅𝘁? We’ve worked with organizations to create engaging learning programs that ensure SOPs aren’t just written, but actively used and adhered to. This approach has made the content more accessible and digestible for staff at all levels, improving compliance. Contact me to book a consultation and let's discuss how we can enhance your SOP processes and improve business outcomes.