New Receiving Process Training Course

Not only were we introducing a new technology but were changing processes and behaviors for an entire retail organization. The results were outstanding.

— Me

About this Course

About this Course

This course would accompany the rollout of a new inventory and receiving system that had been in development for over a year. During collaboration with the vendor and implementation team, I determined the best modalities would be:

  1. self-led modules demonstrate the system and behaviors together
  2. perform tasks under instructor supervision
  3. perform tasks alone for manager certification
Course Design
Video Production
Interactive Modules
Interactive Manager Guide
Learning Journal and SOP Activity
Skill Verification

Course Design

I always like to start a project organized. That way, I’ll stay organized from the design phase through evaluation phase. The key to that, I think, is a good training design document.

In this case, the training design ensured all the pieces were there while keeping the course short and simple.

Video Production

The first goal of this course was to demonstrate the new technology together with the new behaviors through a set of high-production videos. Writing the scripts for these videos required close work with dozens of entities, including the vendor team and Regional Training Managers.

Software / Tools Used:
Adobe Creative Suite

Interactive Modules

The videos above were combined with other interactive modules and delivered via our self-led app. These modules were interspersed with knowledge checks and skill verifications.

Interactive Manager Guide

The training manager follows a shift schedule for the associate using an interactive PDF.

Software / Tools Used:
Adobe InDesign
Adobe Acrobat DC

Learning Journal and SOP Activity

When designing training, I like to leverage existing tools and materials when possible—like process manuals and standards of practice.

Because our SOP manual was also updated as part of this project, I incorporated it into course activities, using the Learning Journal to ensure compliance and retention, track progress, and aid in skill verification and certification.

Skill Verification

The certification for this course involves the store manager observing the associate perform the new behaviors while using the new system.

The structure of this certification mimics that of the training demonstrations and previous activities, which boosts efficacy through repetition and familiarity.

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