Training Tips for Greater Success
One of the most practical features of your Advantage Orientation® platform is the checklist. Your audience can access it by selecting the check mark among the other Discovery Tools displayed on the home screen. Our designers also created a way to include it within the content of the Next Steps section, because after all, the good stuff is worth repeating, right?
Here are a few tips to help you make the most of your Checklist feature.
- Review your Checklist Items Completed Report
It’s always a smart move to lean on the data generated within your platform before making changes. Is the checklist being used, and if so, is your audience completing it? Do your survey responses include feedback for the checklist? You can analyze your checklist data from both aggregate and individual (disaggregate) views. You may even want to sample a portion of individual listings to look for patterns, comparisons, or potential alignment with other data points in your platform. Most importantly, if your audience is completing the checklist, are they completing the task in real life?
- Review your checklist items to make sure they are up to date.
It may sound obvious, but if your policies or procedures have changed in a way that impacts what you need students to do next, make sure your checklist reflects these changes.
- Do you have too many or too few checklist items?
While there’s no set standard for the number of checklist items you should have, the goal is to apply the Goldilocks Rule to get it just right. You’ll be able to make a more informed decision about the number of steps you want your audience to take from your report analysis.
- Insert links where appropriate.
If completing the checklist item depends on access to other online resources or information, you can insert the link with your checklist item to make taking action easier and more convenient.
- Personalize a Checklist for Each Member Group
Yes, if you are using the Profile Member Group function within your platform, you absolutely can create a personalized checklist for each group. You can find easy-to-follow instructions on how to set a checklist for a specific member group within your administrative panel. When you log in as an administrator, select the icon at the bottom of the left-hand menu to access your Support Site. Look for “Taking it to the Next Level – Advanced Topics” and select “Checklist Items: Set to Specific Members Groups.”