Training Rhythms: Essential Tips for Process Compliance

Training is a must-have, especially if you want your documented and simplified processes to come to life in your business. For businesses running on EOS, the first step in the Followed by All (FBA) Checklist is Train. It's not enough to write down your processes; you've got to get your team to embrace them.

Who Should I Train?

In the world of training, one size doesn't fit all. Everyone who uses the process – but also anyone who is part of a process – should receive training on that process. In our own organization, we realized the importance of training our project managers on invoice approval and how it impacted the accounting flow. If the project managers approved the invoices in a timely manner, the accounting team could pay the tradepartners early. Happy tradepartners → happy project managers → happy customers. A brief training allowed each person to know how their work fit into the big picture.

For some teams, training includes a cross-section of employees, from frontline staff to management. For others, there may be separate tracks for different levels or departments, focusing on how the process impacts each group.

How to Train

Training can vary depending on the process you are sharing. Once you have determined who you are training, options can include:

• Hands-on training, one-on-one mentorship, and direct demonstration
• Mix of workshops, group training sessions, and e-learning modules
• E-learning, classroom-style training, simulations, and webinars, often utilizing learning management systems to track progress

Ideally, we determine whether the training was effective by asking, or through tests, employee feedback, or observation. Later, we can use Step 2 of the FBA Checklist and “Measure” to evaluate performance.

When to Train

In the universe of things that I like to get fired up about, training rhythms are at the top of the list. Leadership teams overcomplicate what training should look like.  Sometimes, it results in no training happening at all!

Companies Running on EOS have great meeting rhythms, including weekly Level 10 meetings, quarterly and annual strategy sessions. These rhythms ensure continued leadership development.

One of my EOS clients holds a 10 to 15-minute training session during his emerging leaders’ weekly departmental Level 10 meetings. He pulls up a YouTube video or shares an article on leadership. The results are tangible. The company’s leadership team is able to delegate to these emerging leaders and the company continues to thrive. 

Big names like Google, Nordstrom, and Toyota are superstars in training. Whether it’s daily team huddles, hands on training, or online learning, regular training is key to success.

Your Action Plan 

Think about your own business. Could you add a 10 to 15-minute mini-training to your regular meetings? It’s a small step that can make a big difference in getting everyone to follow your processes. I'm curious to hear what training looks like in your world!

Investing in your team’s growth is like planting seeds for a stronger business. It’s all about building a team that’s ready and excited to take on the world, one process at a time.

Ready to drive RADICAL ACCOUNTABILITY for process in 2025? Schedule a private Process Success Workshop for your leadership team and managers. Connect with [email protected] to learn more.