Once you get to the point in your business where you can start to hire other people to help you with various tasks and responsibilities, you need a way to train them effectively.
I started out typing on a Google Document the how-to of various parts of our business, such as complex topics like purchase criteria of a property to simple tasks like posting an ad on Craigslist.
I like having these documents so that the team member can refer to them later and even add to them in places where I wasn’t thorough. It also makes it easier to train the next person as you already have a written copy of your processes.
Within the past few months, I’ve begun using Screencastify (Google Chrome extension) to record my screen and my audio to explain various tasks, such as how to create an offer, how to use Mailchimp to send an email to our list of tenant-buyers, etc…
With the Google Chrome extension, it just takes a couple clicks before you’re recording. I use the free version that allows up to 10 minute videos and most of my videos tend to be under 5 minutes. Once I stop recording, the video is saved on Google Drive and I can share the video with whoever needs to see it.
The ability to see someone’s screen like they were in the office with you is a huge benefit to someone learning a new task or piece of software. It seems like they learn it quicker (versus reading it from a Google Doc) and I can make the video faster than writing down the processes step-by-step.
Either way, when an assistant asks you a question that seems like someone else may have the same question, it’s always better to write down the process or record a screencast video versus answering the question and forgetting about it until it’s asked again in the future.
What kind of training process do you use?