Join us for an engaging roundtable discussion on onboarding new users and knowledge transfer within organizations.
Learn from peers as they share their experiences, challenges, and strategies for effectively bringing new team members on board and ensuring seamless knowledge transfer. Discover practical tips and tools to enhance your onboarding process and improve organizational efficiency.
Key Topics Covered
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Onboarding New Users
- Discussion on the challenges and successes of bringing new team members on board.
- Importance of documenting processes and procedures for new users.
- Strategies for making the onboarding process user-friendly and efficient.
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Knowledge Transfer
- Addressing the issue of knowledge transfer when key personnel move on to other roles or retire.
- Methods for ensuring seamless transfer of knowledge, including detailed documentation and video recordings.
- Use of tools like SharePoint and the Help Manager in Systems Administration to store and share knowledge.
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Tools and Methods for Documentation
- Utilizing mobile apps for real-time communication and documentation.
- Implementing Wi-Fi technology and mobile devices for field operations.
- Recording preventive maintenance procedures and linking videos to assets for easy access.
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Challenges and Solutions
- Common challenges faced during the onboarding process, such as lack of detailed notes and inconsistent procedures.
- Solutions for improving knowledge transfer, including video tutorials and centralized documentation.
- Importance of organizing and naming documentation for easy access and understanding.
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Practical Examples
- Example from Michael in Vermont, who uses video recordings of preventive maintenance procedures linked to assets for easy access by maintenance staff.
- Example from Terry and Dollar Barnes from Wyoming Department of Corrections, discussing their reimplementation process and strategies for onboarding new users.
Conclusion
- The roundtable provides a platform for participants to share their challenges and solutions, fostering peer learning and collaboration.
- Emphasis on the importance of documenting processes and utilizing technology for effective onboarding and knowledge transfer.
- Encouragement to leverage available tools and resources to enhance organizational efficiency.