Policy & Process Training
From Policy on a Page to Performance in Practice
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The Challenge of Critical Knowledge
Your organization’s most critical information is often its most technical. From multi-step proprietary processes and complex financial policies to the safe operation of specialized machinery, this is the high-stakes knowledge your team must get right every single time.
The challenge isn’t just delivering this information; it’s ensuring it’s understood and applied correctly. Often, this vital content is presented as a static document or as a small part of a new hire’s onboarding process, making it challenging to retain and apply effectively. You need to move beyond “read-and-sign” to build real-world competence. You’re likely looking for a better way to:
- Maintain consistency and accuracy in the execution of your proprietary processes to ensure optimal results.
- Make technical or complex information clear, engaging, and easy to understand.
- Ensure critical policies are truly internalized and applied on the job.
- Build a culture of quality, safety, and operational excellence.
A Toolkit for Clarity and Application
We are your expert partners in transforming your most complex content into practical, scalable training. We utilize a blend of instructional design and creative development to foster genuine competence and a deep understanding of the materials.
Bring policies to life
We transform your policy documents into relatable, story-based scenarios that require employees to make critical decisions and experience the consequences, fostering real-world judgment.
Master your proprietary processes
We create interactive simulations and step-by-step walkthroughs that offer a “coach-on-your-shoulder” experience tailored to your unique software or manufacturing processes.
Visualize technical concepts
Using animation and 3D models, we break down complex machinery and engineering concepts, making them safe, clear, and easy to understand.
Connect with the “why”
We can design experiences that allow learners to see the impact of their choices on a virtual customer or team member, thereby building empathy and a deeper understanding of the process.
Make learning motivating
We utilize strategic gamification, such as building a narrative where learners earn “security badges” for mastering policy sections, to drive engagement and completion.
Provide on-demand reinforcement
We can deconstruct your core content into a library of microlearning assets, perfect for quick refreshers or as performance support when your team needs it most.
Ready to Build a More Proficient Team?
Schedule a strategic consultation to see how we can transform your critical policies and processes into effective training.
Why Choose Us for Policy & Process Training
Training on technical processes isn’t about just being creative; it’s about precision. You need a partner who specializes in handling high-stakes, proprietary content where “close enough” is not good enough.
We are that partner. Our entire process is designed to work as an extension of your team, collaborating closely with your subject matter experts to capture every critical detail. We build programs that do more than just inform; they foster a culture of safety, quality, and operational excellence.
- We Excel at High-Stakes Content: Subject Matter Experts are brilliant, but their deep expertise can make it challenging to explain complex topics to a new learner. Our instructional designers are expert learning consultants, acting as a “fresh set of eyes” to bridge that gap. We provide guidance on how to present and structure information in a way that supports your specific learner audience. Our clients often find that our insights and recommendations even help them refine their own processes.
- Building for Real-World Application: Our design philosophy is that an employee hasn’t learned a process until they can apply it. We create for “doing,” using scenarios and simulations to ensure skills are transferred directly to the job.
- Your Full-Service Creative & Technical Partner: We provide the entire team of designers, animators, and developers to bring your content to life. Whether it requires a 3D model of your machinery or a custom-built simulation of your proprietary software, we possess the in-house expertise to bring your vision to life.
How We Standardized a Complex Financial Process
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The Challenge: The CWB Group (Canadian Western Bank) needed to standardize its complex commercial lending process. The information was highly technical and nuanced, requiring consistent application by team members across their entire organization.
Our Solution: We partnered with CWB’s top subject matter experts to build a comprehensive, interactive eLearning program. Our team took their technical and financial processes and transformed them into a clear instructional plan. We utilized interactive elements and scenarios to enable learners to practice applying the concepts in a safe and guided environment.
The Result: CWB now has a scalable and consistent way to train its team on its proprietary lending process, ensuring everyone has the same high level of proficiency and is following the correct procedures.
Read the full case study to learn how the CWB National Leasing developed interactive training about its proprietary lending process with Custom Learning.
FAQ about Policy & Process Training
How do you make training on technical policies or procedures engaging?
We focus on relevance and application. Instead of making learners read a static document, we use a “day-in-the-life” scenario that places them in a realistic situation where they must apply the policy. By letting them make choices and see the consequences, the training becomes an active, memorable, and far more effective experience.
How is this different from your “Learning Simulations” service?
That’s a great question, as they are closely related. Learning simulations are a specific service we offer to build hands-on practice for a system or task. This “Policy & Process Training” page describes a broader solution for a mindset, which often utilizes simulations, but also incorporates other services, such as Instructional Design (to structure the content), animation (to visualize it), and scenario-based learning (to apply it).
Our processes are proprietary and technical. How do you ensure you get them right?
Our process is built on deep collaboration with your subject matter experts. We use a combination of your existing manuals, video recordings, and SME interviews to develop our plan. We then have multiple rigorous review cycles with your experts to test and validate that every step, warning, and procedure is captured with the precision it requires.
A lot of our processes are hands-on, like for machinery or software. How can eLearning help with that?
eLearning is the perfect tool for building foundational knowledge before a learner ever touches the real equipment or application. We can create an interactive 3D model to identify parts or an animated video to explain the “how.”
Just as importantly, we ensure the training addresses the “why.” Understanding the context—like how a small mistake in step 2 could impact a colleague in step 20 or a customer down the line—is critical for retention. This helps learners understand the importance of following the process correctly. This “pre-work” ensures your valuable in-person training is far more efficient, as your instructors can focus on advanced application, not just basic knowledge transfer.
With the right partner, bring your eLearning vision to life
We’ll help transform your training into engaging, cohesive custom eLearning courses hassle-free and within budget — so your learners can achieve more.
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