• Skip to navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

American Academy of Estate Planning Attorneys

AAEPA, Inc

Find a Member Member's Login
Call Today (800) 846-1555
  • Membership
    • Membership Membership
    • submenu
      • Why Join?
      • Member Requirements
      • Become A Member
      • Meet the Team
  • Estate planning software
  • Education
  • Practice management
    • Practice management Practice Management
    • submenu
      • 11 Essential Systems
      • Coaching
      • Law Firm Marketing
  • Resources
    • Resources Resources
    • submenu
      • Live Training
      • Blog
  • Contact Us

Jump Start an Outstanding Training Program

Home » Law Practice Management » Jump Start an Outstanding Training Program
Training

We have added a few new Members to our team over the last couple of months. It has been quite a while since we’ve had new team Members, so I’m thrilled to have their fresh perspectives, experience and skills added to our already talented team. Their presence creates a unique dynamic and positive energy in the office.

With our new teammates comes the opportunity to inspire them in their new roles and have them reflect on how they want to intentionally approach their jobs. In some cases, we have not trained on these positions for many years, so it also gives us a chance to review our training systems and look for ways to improve or make them more comprehensive. We utilize some great training tools that we have developed over the years to be instrumental in creating successful training programs for new employees.

Basecamp is a project management platform that we use for many projects, from website build-outs to departmental project tracking. It is a great program to layout detailed project steps, save related resources and assign steps to various individuals. One of the reasons I really love using Basecamp so much is the ability to create templates. Templates allow you to create a universal “template” that will be used repeatedly. For example, we use templates for new member onboarding and event planning. It ensures that no core steps are ever missed. Templates are also customizable. So for a new staff person, I can pull from the core training template used for all team Members, then I customize it specifically for that person’s specific role and tasks.

eLearning (Learning Management System) is a website we created specifically for teaching our Member law firms as well as for our own team Members. Our eLearning site is set on Moodle, an open-source platform which many learning institutions use. For our internal training use, we like to post training videos to show step-by-step how to do a task and where to find the resources that supports those steps.

Network folders is where we have traditionally kept our training materials. With over 20 years of being in business, we have amassed a lot of training materials, this is both a blessing and a curse. The good news is, we have a ton of training information. The bad news is, we have a ton of training information. Over the years, we’ve had many people touch those files, create new ones and save them in different areas on the network. As I went through setting up training plans recently, it was clear we needed to consolidate those files and organize the information. It was also a good opportunity to update and add to our materials.

If creating an eLearning site or using a project management system sounds a bit too ambitious, no worries. You can easily create an organized set of folders on your network for training. You can break those folders down by department, then by role, then by tasks. If you have training that applies to more than one role, you can create a general training folder. In our general training, we have instructions on how to use our database program, network folders, various software programs, phone system, postage machine, copiers/scanners, submit purchase orders, etc. We also include inter-departmental overviews so each new person understands what each department does.

It is good to revisit your training programs every so often to ensure you are providing the best learning environment possible.

Susan Russel
Director of Member Services
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (800) 846-1555
www.aaepa.com

  • Author
  • Recent Posts
Susan Russel
Susan Russel
Practice Building Consultant
Susan Russel
Latest posts by Susan Russel (see all)
  • Turning Stalled Out Goals into Actions - May 12, 2022
  • 10 Time Management Tips: Creating Your Ideal Week - November 18, 2021
  • Best Advice from Our Parents - June 17, 2021
SHARE

Primary Sidebar

Subscribe to our blog

Recent Posts

  • Turning Stalled Out Goals into Actions
  • What Makes a Will or Trust Invalid
  • Ultimate Social Media Cheat Sheet: Character Limits & Best Days/Times to Post
  • Understanding Tax Apportionment Clauses
  • Do You Thank Those Behind the Scene?

Categories

  • Academy Girl Friday (33)
  • Client Services (238)
  • Coaching (33)
  • Consumer Advantage (3)
  • Counseling (21)
  • Elder Law (5)
  • Estate Planning (918)
  • Estate Planning Documents (5)
  • Estate Planning Education (199)
  • Financial Analysis (3)
  • Financial Services (1)
  • General (19)
  • Law Firm Marketing (281)
  • Law Firm Net Revenue (7)
  • Law Firm Staffing (99)
  • Law Firm Technology (45)
  • Law Firm Web Tips (185)
  • Leadership (191)
  • Legal Education (644)
  • Marketing Tools (2)
  • Medicaid (1)
  • Member Services (1)
  • Owners Compensation (1)
  • Peak Performer Focus (1)
  • Practice Building Calls (1)
  • Practice Management (495)
  • SEO/Social Media Support (3)
  • Software (6)
  • Strategic Planning (9)
  • Uncategorized (15)

Footer

logo of American Academy of Estate Planning Attorneys

About Us

  • Meet the Team
  • Site Map
  • Legal Notice
  • Privacy Policy

Explore Our Services

  • Coaching
  • Estate planning software
  • Events
  • Legal education
  • Marketing
  • Web and SEO

Keep in Touch

Mon-Fri

9444 Balboa Ave. Suite 300

San Diego

(800) 846-1555

info@aaepa.com

Take Back Control of Your Business and Your Life

+

footer section | American Academy of Estate Planning Attorneys

© 2022 American Academy of Estate Planning Attorneys, Inc All rights reserved.

We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept All”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent. Don't sell my personal information.
Cookie Settings Accept All
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
Save & Accept