Find & Follow Workshop

Plan your knowledge base and training program with confidence

Launching a new knowledge & training resource can be daunting. Align your team and create a plan for developing your company's digital guides and training resources with the Find & Follow Workshop.


What is a Find & Follow Planning Workshop?

Creating a knowledge base and new-hire training program that your employees can use and trust isn’t easy. Whether you are starting from scratch or revamping existing guides and resources, you have a long to-do list ahead of you. So, you want to get it right from the get-go.

That’s where the Find & Follow Workshop comes in.

During this workshop, we help you and your team align on employee responsibilities, and determine what resources you need to create to best support employees.


What is the purpose of the Find & Follow Workshop?

The Find & Follow Workshop is the recommended first step of preparing to launch a Find & Follow Training Program. The workshop has three main goals: align, define, and dig

What does the Find & Follow Workshop look like?

Our “all-hands-on-deck” Find & Follow Planning Workshops last around 4 hours and are designed to be interactive, engaging, and highly productive. Here’s a summary of how the workshops are run.

  • Identify needs

  • Review and grade existing resources

  • Spot the gaps

  • Create a plan



Identify the transactions and questions

First, we’ll work with your team to identify the “triggers'' or moments where end-users require support. What questions do users have? What transactions are they performing? What policies or procedures are they required to follow?

Some example triggers include:

  • When an employee needs to look up a policy
  • When an employee needs to look up information 
  • Transactions where employees need to follow a procedure 
  • Events that occur that require an employee to respond
Evaluate content


Review and evaluate existing content and resources

The next step is understanding your current content landscape. Together we’ll create a list of all the content you already have documented. Then we’ll evaluate that content for usefulness and accuracy.

At the end of this step, we’ll know exactly what needs to be updated and who is in charge of doing so.

Evaluate content
Spot gaps


Identify which questions or transactions are missing resources

Based on step one and step two, we’ll now be able to easily identify where our content gaps are. A gap is considered a question or transaction a rep has that does not have a resource documented.

Spot gaps
Create plan


Create a clear plan of action for creating and maintaining your knowledge base content

At the end of the workshop, you’ll walk away with a content plan that identifies the following:

  • Which resources exist and are ready for your knowledge base
  • Which resources need to be edited
  • Which resources need to be created
  • Who is responsible
  • When they will be completed
Create plan

What our customers are saying about our Find & Follow Workshop

"It's very clear why our training and onboarding was such a struggle before [Find & Follow]. We never identified all the things employees did, so we couldn't create a program to help them do it."

"The workshop was such a revelation to me as a trainer. It was great to get this clarity from supervisors and front-line employees about what they needed."

"The workshop has given us so much clarity on what employees need from a training perspective."

"Getting this report is huge for our team. I'm so excited to create a single-source of truth that can help employees handle all of these different situations."

"The workshop has given us a lot of hope that we can finally develop an onboarding plan that works."


Do I need to be a ScreenSteps customer to sign up for a Find & Follow Workshop?

How much does a Find & Follow Workshop cost?

How long is the Find & Follow Workshop?

Is there a limit on the number of participants?

What exactly do we get out of the workshop? What is my deliverable?

Jonathan DeVore Headshot


Cut Your Training Time in Half with Better Planning — The Find & Follow Planning Workshop

In this webinar, you'll learn how this workshop helps you align your teams and define what resources you need to create so that you REALLY prepare new hires for what they will do on the job.

Watch the Recording

Jonathan DeVore Headshot

Find & Follow Planning Workshop resources

Learn more and prepare for a Find & Follow Planning Workshop with these resources.


Why You Need to Run a Find & Follow Workshop

Check out this blog post and video to learn everything you need to know about the Find & Follow Workshop. 

Watch the Video


What is the Deliverable from a Find & Follow Workshop?

This blog post explains what you walk away with after you’ve completed a Find & Follow Workshop, including what is included in the Find & Follow Workshop Report

Read the Blog


Find & Follow Workbook

Use this workbook during your workshop to define what your employees need to know and what they need to be able to do. 

Get the Workbook


Find & Follow Workshop Webinar

Watch this webinar to learn exactly why and how to run a Find & Follow Planning Workshop for your company.

Watch the Webinar

Want to run a Find & Follow Workshop for your organization?

Ready to align your team and start planning your knowledge base and training program the right way? Talk to a ScreenSteps specialist to get started.