One might say that effective training is the key to your employee’s success. While training is essential, there is a second part: Verification. This goes for any position or person. No matter how well you train someone, how confident you are in their capability of a task, or how long they have been with the company, you must have a solid method of verification.
At first, this will be more often. For example, if you have a new Client Relations Manager, you might have a daily check-in to see how they are doing and ask questions to look for any gaps in training. I know what you are thinking, “I don’t have time for that every day!”. You are right. You are likely to have more than one direct report, and daily meetings with each one would take up your whole day. At some point your new manager will have a good understanding of their job and a daily check in will not be necessary. At this point you might reduce the check-in occurrence to once a week, every two weeks, or once a month.
Even once someone has been performing excellently for a couple months, you cannot let up on verifying their work. We would all like to assume that great employees are on top of it 100% of the time but in reality, they might forget the importance of a certain task over time. Or they might start cutting corners in a way that they do not see the consequences of. Having a method of verification is just as important now as it was when they were training. This is not only for you to ensure the work is being done correctly, but it also provides support to your team. If something is being missed it will be caught sooner and cause less of a problem.
One form of ongoing verification is checklists. A couple checklist types we use include Weekly Checklists and client-specific checklists.
Weekly checklists are designed for each role in the company. This list would include all assigned tasks or responsibilities for the position. It would be completed each week and reviewed by their manager once complete. Click Here for an example of what this might look like.
Another type is client-specific checklists. For example, New Client Checklists or Client Cancellation Checklists. This would include all tasks required in the event of a New Client onboarding, and each task would be assigned to a role. This assigns responsibility to individuals which allows important tasks to not get missed. Click Here for an example of what this might look like.
Checklists are a great tool to provide support to your team and ensure work is being done. This is something we can help you with by creating and implementing efficient checklists based on your company’s needs.
Contact us to see how we can help!
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