Course Review and Maintenance Process

@skellytonkintaylor Hello!

Our content doesn’t have a strong compliance hook, but you’re spot on thinking that you need to have a structured approach to keeping everything aligned an updated. In our company, it has more to do with the priorities of new/updated products and their release schedules. 

In order for our training team to understand the priorities, and thereby manage our work load, we start at the “needs of the business”.  In other words, the C-suite. They dictate our priorities for new products, projects, product offering updates, etc. From there, we use two different tracking applications, JIRA (because it ties in with our engineering/software teams) and Monday.com (to tie into our Product Management teams). Then, our department (a broader group that includes our training team) meets weekly to discuss the changes in both of these tools and how they impact training. At this point, we start to understand launch/delivery dates for EVERYTHING, and can begin sorting out the deliverables coming from the training team. We have 3 training managers for our team of 12 that covers various aspects, like media development, content development, facilitation, KB and the LMS. We use the JIRA tickets to track our deliverables, as well as the “stages” … dev, review, publish, etc.

It really takes a top-down approach to keep us all in lockstep so that we meet our business goals. And it’s taken us several years to organize the business (globally) to make it all work :-)

In thinking about a scenario more like yours, I’d probably add some things like these:

• Someone tasked with keeping updated on the regulations...just raw data coming in that might need to be incorporated into your curricula
  • Is there a pattern to the release of the information? quarterly, yearly, etc?
  • Is the SME also charged with updating the course? If not, I’d assign one IDD to a SME, and then set a touch-base calendar for the IDD to check for needed updates.
• Develop a calendar (if you can find a cadence to the updates)
• Maybe set an expiry date on the courses in anticipation of updates. Say, maybe a month in advance, and then use a User - Courses report to track expiration dates

Good luck!