Editorial draft available to read. Factual and language review is pending. Examples are illustrative.
Decision and method
Organize training around the actual journeys of each role. Define a starting task, sample data and expected outcome. Explaining every menu does not demonstrate that someone can work independently. Include common mistakes, finding help and situations where the person should stop and request a review.
Illustrative example
Illustrative example: a salesperson receives a fictional enquiry, identifies the company, creates an opportunity and schedules the next step. They then practice a duplicate and an incorrect date. An administrator follows another journey: correcting ownership and checking permissions without modifying any actual commercial transaction.
Acceptance check
Ask the learner to repeat the task without following step-by-step instructions. Record where help is needed and revise the relevant explanation or interface. Acceptance depends on completing work and recognizing limits, not attending a presentation or memorizing the location of every button in the application.
Key takeaways
- Useful training demonstrates independence on concrete tasks and the ability to recognize exceptional situations.