Re: Need advice re helping a small company organize their training documents #SharePoint #content-management #learning

Robert L. Bogue

Dylan –


I tend to organize folders by area of expertise rather than phase of cycle so that the subject matter experts can easily see the materials referring to their area and so they can keep the various pieces in sync.  Obviously then a cross reference is built (through the application of metadata) as to what phase of the cycle the information applies to.  However, I find that the subject matter experts think in terms of their specialty rather than where in the process their knowledge is used.




Robert L. Bogue

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From: <> On Behalf Of Dylan Williams via
Sent: Monday, July 5, 2021 10:43 PM
Subject: [SIKM] Need advice re helping a small company organize their training documents #SharePoint #learning #content-management


Hi all - I'm working with a small recruiting company that's trying to centralize and organize its training materials in a way that makes the materials easy to present and manage. Currently, they have one big Recruiting Training manual (Word doc) that sits in a SP folder.  They have best practices documents (associated with various sections of the Training manual) across their Team sites; they also have a lot of related training documents sitting in emails and on hard drives. They've hired a trainer to do the training, and they've asked me to come up with a way of housing the materials that makes them easily referenced by their recruiters and easily managed by the trainer. They're not ready to spend (yet!) on an LMS, so I'm working with Sharepoint/Teams. My initial thinking on the structure is to use the Training manual chapter headings to create individual folders (e.g., Interviewing Your Candidate; Prepping Your Candidate For Sending Out; Following Up with the Client, etc.)  and supporting the chapter with associated Best Practices and other commentary. So - a series of folders, each one focused on a recruiting topic, presented sequentially (e.g., the "Interviewing the Candidate" folder would obviously come before the "Sending them to the Client"). But this whole area is not what I normally do, so I'd be interested in any advice or approaches you think I should consider. Thanks.

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