I am training new team members so our standard operating procedures are quite detailed. For management accounts or year-end - I want them to run through a detailed checklist like so….
I have one test job open for management accounts and of course every task appears in my ToDo list which is horrifically overwhelming with just one job open!! I've created each of these checks as subtasks hoping they would not appear in the Work List but here they are! It will be unworkable if I roll this out.
But if I set all the steps out in the notes - the person doing the job has nothing to check off and I have no way of knowing if they've considered every step without micromanaging the work.
The only solution I can think of is to change the colour of the text of the steps actioned.
But the visibility of that is lost when you come out of the task.
I can of course opt for a much smaller list of headline tasks which would be much less overwhelming but then where do you put the detail of the SOP in a format that can be followed by the team member.
Wondering how others create their procedures without overwhelming team members. Thanks