Training material search: workflow mapping
Make the steps and handoffs visible. Start with approved training notes and learner questions and plan a guided answer with source passages.
Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.
The project in view
- Start with
- approved training notes and learner questions.
- Proposed result
- a guided answer with source passages.
- A decision to resolve
- answering beyond the approved material.
This is a planning example. It does not describe a completed client engagement.
Workflow mapping for this project
- Start when approved training notes and learner questions is available and approved for use.
- Create a draft of a guided answer with source passages, with source references attached.
- Route answering beyond the approved material to the nominated reviewer before issuing the final result.
Questions to answer together
- What starts the work, and what marks it complete?
- Who reviews the intermediate result?
- Where does an exception go, and who resolves it?
What to have at the end
A sequence of steps showing inputs, decisions, handoffs and completion.
Record the decision on answering beyond the approved material alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.