SOP Training: 3 Simple Steps to Leverage SOPs Across Your Teams

In this ultimate guide to SOP training, we’ll share three simple steps to train employees so you can leverage internal knowledge and boost productivity.

In this ultimate guide to SOP training, we’ll share three simple steps to train employees so you can leverage internal knowledge and boost productivity.

Congrats! You’ve created some killer Standard Operating Procedures (SOPs), your processes are more streamlined than ever, and you’re ready to focus on SOP training. But there’s a problem: Your employees aren’t interested, and all your shiny SOPs are now sitting in a folder gathering digital dust.

Sound familiar?

With companies losing over $31.5 billion every year by failing to share internal knowledge, this is an all-too-real problem.

It’s clear something needs to shift.

So, how can you get the most from your employees and ensure they actually use the SOPs you’ve worked so hard to create?

In this ultimate guide to SOP training, we’ll share three simple steps to train employees so you can leverage internal knowledge and boost productivity.

Ready to leverage internal knowledge across your teams? Get in touch for a free Whale demo today!

Table of contents

  • SOP training: 3 simple steps to leverage SOPs across your teams
  • #1. Empower your teams
  • #2. Focus on accessibility
  • #3. Measure team progress
  • Leverage your content with quality SOP training

SOP training: 3 simple steps to leverage SOPs across your teams

The two biggest challenges for business leaders are building better operational processes (23%) and getting the most out of employees (30%).

You’ve already aced the first challenge and created some great SOPs — now it’s time to get the most from your employees.

Here’s how to ace your Standard Operating Procedures training and make sure those SOPs get used from day one:

#1. Empower your teams 💪

First off, let’s jump into a quick psychology lesson to really get to know your teams — because the better you understand your employees’ needs, the better you can work together to leverage your processes.

And when it comes to human needs, research shows that all humans have the same innate psychological wishlistsAutonomy, a sense of belonging, and a mastery of their skills.

If your company can hit all three targets, employees will be able to do their jobs better, and gain higher job satisfaction, reduce burnout and boost productivity. Plus, you’re guaranteed to see employee retention skyrocket. 👌

Here’s how to reflect these three psychological needs in your SOP training strategy:

  1. Autonomy — Give employees the tools and skills they need to complete tasks by themselves.
  2. A sense of belonging — Help employees feel part of the team by offering them the chance to get involved in creating and managing SOPs.
  3. Mastery of their skills — Focus on quality SOP training to make sure employees are the best they can be at each relevant process.

In other words, you can boost employee satisfaction simply by giving teams the tools and training they need to do their jobs properly. Pretty cool, right?

So, now you know how great processes can impact employee satisfaction, let’s get into some on-the-ground tactics to put this psychology lesson into action:

  • Give full access: Use a knowledge sharing tool to give employees full access to the SOPs they need, when they need them (more on this in a minute 😉).
  • Track SOP interaction: Get notified every time an employee reads an SOP via an automated tracking system. (And say goodbye to employees saying they’ve read a doc when they haven’t.)
  • Implement process quizzes: Test employee knowledge by asking them to take a quick quiz that asks challenging questions about real-life SOP use.
  • Practice, practice, practice: Make sure employees practice procedures as part of their daily activities, so they’re safe and up-to-speed at all times.

Ready to empower your teams with great SOP training? Get in touch for a free Whale demo today!

#2. Focus on accessibility 🔓

Now you know the best way to train employees, it’s time to dive into the key steps to make your SOPs as accessible as possible.

With 46% of Gen Z workers looking for a personalized employee experience, tailoring SOP access to each individual employee is more important than ever.

Here’s how to make documentation as accessible and personalized as possible:

  • Personalized dashboards: Offer employees their own personalized dashboards via a smart knowledge sharing platform, so they can easily view the information most relevant to their role (and none of the info that isn’t).
  • Tailored learning journeys: Bespoke learning paths are a great way to show employees they matter from day one. With the right knowledge platform, you can schedule specific SOP training for individual roles, so employees get what they need when they need it.
  • Learning in the flow of work: These days, getting the information you need should be simple — and with the right tool, it is. The best knowledge training platforms include features (like Whale’s Web Extension) to help employees learn as they work. Simply log in to web-based company tools as usual, and benefit from a pop-up offering relevant contextual knowledge for that tool. For example, if an employee starts to write an email, a pop-up will appear with pre-made email templates they can use straight away.

#3. Measure team progress 📈

It’s official. The workplace is tracking obsessed.

From customer data to employee behavior, these days companies know that tracking and measuring data is the best way to keep tabs on progress, improve, and update.

Once you’ve trained your employees in core processes, there are several things you can track to make sure your SOPs are working and actually being used:

  • Compliance: Are employees using SOPs in the right way? Do they understand the processes? Which employees have (or haven’t) used each SOP?
  • Frequency: How often are your SOPs being used?
  • Results: Are you getting the desired results?
  • Need: What are employees are searching for within your knowledge-sharing platform? Are there any gaps in your processes? Which SOPs do employees use (and which ones don’t they use)?

👉 Bonus tip: Whale allows you to track and measure all the data you need to understand how your SOPs are being used, how often, and where the knowledge gaps are.

Leverage your content with quality SOP training

Putting core processes on paper can be hard work — but getting your teams to use them is even harder.

Lucky for you, there’s a solution: Leverage your content and focus on SOP training to make processes accessible and easy to use.

From empowering your teams to measuring progress, there are simple steps you can take to make sure your SOPs get maximum airtime from day one.

But remember, SOP training is just one part of the picture — you need to continue to track and update for the best results. And once you’ve got your full SOP strategy in place, your processes are guaranteed to work like clockwork.

Looking for a way to easily leverage SOPs across teams? And want to scale your business with killer SOPs employees actually love?

Download our complimentary Ultimate Guide to SOP and Knowledge Management


Want to move from Chaos to Clarity in 10 minutes every week?

We are on a mission to find the most ACTIONABLE knowledge. Our only requirement? It has to be able to 10X a business in 10 minutes. Sign up to get yours every Tuesday