Wendy Tadokoro - Certified Trainual Partner

Sample Work

The following documents are examples of a variety of written processes and procedures. Please note that the method of documentation that is most suitable to your situation is discussed in depth during our consultations. There are several factors that determine the method of documentation and where those documents are stored.


Those factors are:

  • The type of process or procedure to be documented
  • The software application used
  • The level of detail required to perform the task
  • The availability of resources

To document policies, high level systems, processes and procedures, we use a combination of the following:

  • Process Mapping
  • Written instructions
  • Checklists
  • Screencasts
  • Screenshots
  • Photos
  • Graphics
  • Video
  • Links (to other resources)

Process Maps

Performance Management Process

Performance Management Process

Onboarding Process for New Employee

Onboarding Process for New Employee

HR Recruitment Workflow

HR Recruitment Workflow

Social Media Fortnightly Campaigns

Social Media Fortnightly Campaigns

Work Instructions using Template

Answering The Phone Process

Answering The Phone Process

Laminating Process

Laminating Process

Put Job On Hold Service M8

Put Job On Hold Service M8

Checklists

Induction Checklist Management

Induction Checklist Management

Opening Procedure Checklist

Opening Procedure Checklist

Processes using Process Management Software

Creating Virtual Real Estate Tours

Source from Trainual

Pre-Listing House Cleaning Checklist-Process Street

Creating Virtual Real Estate Tours

Source from Trainual

Trainual OW Example

Intake Call Overview

Source from Waybook

Sample Waybook Process Intake Call

New Client - Admin Training

Source from Waybook

Sample Waybook Process Admin Training

The 5 Touch Points of Guest Service

Source from Tettra

Sample Process Tettra

Pool Shell Process

Source from Google Sites

Sample Process Google Sites