Learn tips and techniques for maintaining procedure libraries.

1. Writing  Training
Implementing Successful and
Sustainable Policy and Procedure
Libraries
Lightext, Inc.
beth@lightext.com/pam@lightext.com
March 11, 2012

2. Purposes of an Internal Library
 Fulfillment of regulatory and audit requirements
 Policy and procedure
 Employee desktop training
 Help assistance for customer-facing employees
 Systems guides
 Management resource
 Alerts
 Job aids
 And repository for everything else!

3. Purposes of an Internal Library
 Fulfillment of regulatory and audit requirements
 Policy and procedure
 Employee desktop training
 Help assistance for customer-facing employees
 Systems guides
 Management resource
 Alerts
 Job aids
 And repository for everything else!

4. Challenges Facing Online Libraries
 Multiple purposes
 Multiple authors
 Inconsistent, conflicting and insufficient content
 Hard to maintain
 Good content can get buried
 More reliable content resides elsewhere
 Can lose value and integrity as a resource

5. Improving a Library’s Sustainability
 Build your library strategically
 Recognize online help as the foundation for learning
 Consider optimum organization for end user
 Use merged webhelp or Roboserver
 Create right sized projects & appropriate detailed
procedures
 Augment with systems guides, don’t duplicate
 Supplement by incorporating training videos
 Market your product and get user feedback
 Single source for multiple audiences and purposes