Share the Process

Before you start training your team, it is important to make sure all of the work that you have done so far is easily communicated with your team. 

Create a shared space for process guides

SAM's guides were helpful as you got started and helped understand how to set up your site and use SAM's tools. Now it's time to create your own. Since you've laid out your process and customized your site, your version of SAM will look different. Having guides for your team to reference is immensely helpful. 

1. Create a shared repository where you and your team can share the process you have created. This could be a SharePoint server, Google Docs, or even a local shared folder.
2. Make guides easily digestible. 
3. When creating your shared space, group them by department and role. This will make them easier to find by your team.
4. Select a shared space that is easy to update. Your process will evolve over time and so should your documentation.

Present your process

By the end of creating all of the guides, you should be able to give these guides to a new person and they should be able to learn their role in SAM with little outside help.

1. Create flow charts/diagrams of the process.
2. Link to relevant workbook screens that show who is responsible for each step and what actions happen at that step of the process.
3. Clarify what your team does vs what SAM does through Auto Actions. 
4. Create video/gifs to show users exactly how to take specific actions. 
5. Link to relevant SAM guides - no need to reinvent the wheel.
6. Make sure to include the programs, departments, roles, and the last time the guide was updated in your guides.

Here's a link to a guide on the free and paid tools we use to create guides and diagrams.

Remember why your team has taken this journey. Celebrate that you're ready to share the hard work of putting your processes into a system.