A use case for PlaybookWriter

Documentation for Human Resources and Talent Development Teams

PlaybookWriter benefits HR and talent development by transforming spoken instructions into clear, structured documentation, enhancing efficiency, clarity, and collaboration.

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Shortly after this photo was taken, numerous employees filed complaints with HR for their inability to exit their cubicles.

In the dynamic world of Human Resources and talent development, efficiency and clarity in communication are paramount. And lets face it, you are communicating a lot. PlaybookWriter can help these teams, streamlining the documentation process and enhancing training and policy dissemination.

Voice-to-Documentation Conversion

One of the main features of PlaybookWriter is its ability to convert spoken words into structured written guides. For HR professionals, this is like finding an extra day in the week, but without the headaches of managing that accrued PTO. Creating training materials, policy documents, and procedural guides can now be done with ease, allowing for a more efficient use of time and resources. This feature also benefits talent development teams, as they can quickly turn training sessions or workshops into comprehensive written materials, which can then be referenced easily by other team members.

Onboarding, Offboarding, and Cross-Training

Forget about HR-specific tasks. The elephant in the room is the giant responsibility of ensuring that all other teams at the organization are effectively training their members for their specific roles. What is that team's bus factor? What happens if someone suddenly quits or needs to take a medical leave? Does that team have sufficient documentation to keep things running, or was one individual solely responsible for some critical functions? Toss them PlaybookWriter and make sure that all tasks and procedures are documented, without the tediousness of actually writing documentation!

Automated Review

The "sanity check" feature of PlaybookWriter ensures everything makes sense before announcing that policy update at the next company townhall. In the realm of HR and talent development, where policies and procedures must be clearly understood by all employees, this tool ensures that documents are not only accurate but also easy to follow. You never know what employees might ask, but this feature can help plug a few more unforeseen holes where the details were unclear.

Readability and Presentation

PlaybookWriter's emphasis on readability and presentation is like giving a makeover to HR documents – same great content, but much easier on the eyes. (No offense, Comic Sans.) This approach is crucial in ensuring that training materials and HR policies are effectively absorbed and understood by employees.


Here are a few scenarios where PlaybookWriter could potentially play a role:

Onboarding Procedures

Recording the comprehensive process of onboarding new employees, including paperwork explanation, introduction to company policies, and guidance through initial training modules.

Performance Review Guidelines

Documenting the protocols for conducting performance reviews, encompassing employee performance assessment, feedback provision, and goal setting for future reviews.

Employee Offboarding

Capturing the offboarding process for employees, which includes conducting exit interviews, managing the return of company property, and finalizing necessary paperwork.

Compliance Training

Documenting procedures for essential compliance training, including workplace safety, harassment prevention, and data security, to ensure standardized and effective training sessions.

Recruitment Strategies

Detailing strategies and steps for effective recruitment processes, from crafting compelling job descriptions to screening candidates and conducting interviews.

Employee Relations Protocols

Outlining standard procedures for handling various employee relations issues, including grievances, conflicts, and other workplace challenges.

Career Development and Training Programs

Recording the planning and execution phases of training programs and career development workshops to assist talent development teams in efficient and uniform rollout across the organization.


And here are some example playbooks to help demonstrate how PlaybookWriter might be useful:

Example

Processing Payroll

The responsibility of processing the payroll for a company is quite important. And so a standard set of procedures will help ensure that it's done consistently every pay period.

Under "feedback", notice how the Sanity Check feature asked a bunch of great questions to help clarify what this person should be doing. How many records should they spot-check, for example? What do we do if someone says they didn't receive their direct deposit?

If all of this was clearly cataloged in a playbook and if those issues were all resolved, think of how easily this payroll processing responsibility could be transitioned to another team member!

Input:

This example playbook was created from this audio description:

Output:

From that input, PlaybookWriter wrote a playbook with 6 steps.

View full example and playbook.

Example

Exit Interview

Every HR team needs a standard exit interview process. So here's one that is fairly concise.

Notice the feedback that was provided by the Sanity Check... Comments that request more detail to help avoid questions down the road. Once those areas are corrected (you'll notice one issue has already been resolved if you click on "History"), this documentation will be super clear to the rest of the HR team.

Input:

This example playbook was created from this audio description:

Output:

From that input, PlaybookWriter wrote a playbook with 11 steps.

View full example and playbook.

Example

Corporate Event Planning

Who doesn't love a good corporate event, eating chips and dip with the folks that you already spend 1/3 of your day with? To make these sorts of events run smoothly, an established "best practices" guide would be helpful. (Nobody wants a party without the dip, or worse, only dip and no chips.)

Input:

This example playbook was created from this audio description:

Output:

From that input, PlaybookWriter wrote a playbook with 6 steps.

View full example and playbook.

If you think PlaybookWriter could help your team, give it a try today! And reach out to [email protected] with any questions. Or if you just need to vent about your job and responsibilities. Or both.