Build Your Custom Training

1. Each custom training module you create will be assigned to designated restaurants and Team Groups.
2. Team members assigned to these restaurants and team groups can access the custom training modules you create thru our Team Portal.
3. You must add a minimum of 1 restaurant and 1 team group (i.e., "Training Modules") before you can add training modules.
4. Click on the link below for instructions on adding and editing restaurants and team groups.

Setup Tip: We strongly recommend creating a Team Group labeled "Training Modules". This allows you to share content solely for the purpose of including it in your custom training modules but restricts it from showing in the Learning Resources section of the Team Portal.

If you don't already have a training system in place, RestaurantOwner.com provides a recommended framework to guide your team's development. This framework, called the Restaurant Training Overview, is divided into two main parts: New Hire Onboarding and Ongoing Development. Together, these are broken down into six core sections, which are listed below under #1.

This framework helps you build a consistent, organized training program for every team member. In this step, we'll cover how to create training modules, three ways to fill out the planning worksheet, and suggested first steps.

To create a training module:

Download the Custom Training Planning Worksheet.

Here is the breakdown of what is listed on the sheet:

1. Module Name
2. Topic Sections
3. Lesson Content
4. Searchable Tag name
5. Type of content

There are three ways to fill in the worksheet:

1. You can take advantage of RestaurantOwner.com's Custom Training Premade Planning Worksheets.

   The premade planning worksheets are categorized to reflect the six sections of the recommended Restaurant Training Overview, making your program easy to follow and apply.

   New Hire Onboarding Sections

   1. Orientation - General
   2. Orientation - Position
   3. Menu Position
   4. Team Member Position
   5. Management Position

   Ongoing Development Section

   6. Skills
   
2. You can use your own content that you have created.
3. You can also take a combined approach, using both your restaurant's content and RestaurantOwner.com's premade planning worksheets.

Recommended First Steps to Create a Module: (Click the camera icon at the top right to learn more)

1. Choose a module to build. Start with a module that applies to all positions, such as Orientation – General or a specific Team Member Position.
2. Browse the Premade Planning Worksheets. Use them for inspiration and ideas as you begin designing your training module.
3. Review your current training. Identify the materials and practices you're already using and decide what content you want to include.
4. Build your module outline. Begin to fill out the Planning Worksheet using the Premade Planning Worksheets and/or your own custom content.

Begin to fill in the Custom Training Setup Planning Worksheet.

Restaurant Training Overview

Step 2 Help-Aid

1. Once you have completed the Planning Worksheet for a training module, you are ready to begin building the module.
2. Use the Planning Worksheet as a guide. It is recommended to follow the Planning Worksheet exactly when adding sections to the Training Modules. You can make modifications as needed after adding content.
3. Do not add content at this time. Steps 4 and 5 will lead you through the process of adding content and quizzes.
4. Use the Help Aid below for detailed instructions on how to add and edit Training Modules

1. Lesson Content Sources
   1. Custom lesson content
   2. Custom quizzes
   3. Shared RO resources
   4. Lesson templates
   5. Quiz templates
2. Add custom lesson content titles
3. Add custom quiz content titles
4. Share the RO resources you intend to use as lessons to the Training Modules Only team group you added in Step 1

* This function is best accomplished using a desktop computer with a mouse. Some functionality may not work properly on touch only devices.

1. Click on Add/Edit Training Modules
2. Select the training module you want to add lessons to
3. Select the Section to edit
4. Using the Source Tabs on the right, find the first lesson or quiz you want to add
5. Use the Drag-and-drop tool to drag from the Source Tabs to the section body
6. Repeat until all lessons and quizzes has been added for this section
7. Click Save section when finished
8. Repeat for each section
9. Save your changes on the Training Module form
10. Click on the link below for instructions on adding and editing quizzes

Lesson and Quiz templates that have been added to a Training Module are automatically added to the Lesson Content and Quiz forms. Use Add/Edit Lesson Content and Add/Edit Quizzes to edit these templates.

Upon completion of Step 5, the Training Module sections and lesson content should mirror the planning worksheet you created in Step 2. Now it's time to finish editing the custom content you created titles for in Step 4 and the content and quiz templates you brought over in Step 5.

1. Add/Edit Lesson Content
   1. Use the tag filter to find the lesson to edit
   2. Edit lessons created using the template import
   3. Complete the custom lesson content you added titles for
2. Add/Edit Quizzes
   1. Use the tag filter to find the quiz to edit
   2. Edit the quizzes created using the template import
   3. Complete the custom quiz you added titles for

Lesson and Quiz templates that were added to a Training Module are automatically added to the Lesson Content and Quiz forms. Use Add/Edit Lesson Content and Add/Edit Quizzes to edit these templates.

1. Review each Training Module in the Team Portal before assigning staff
   1. Create a Team Group for Testing (Build Your Restaurant Team)
   2. Add yourself as a Team Member (alias)
   3. Assign your Team Member alias to the Testing Team Group and a Restaurant
   4. Assign the training module to the Testing Team Group and the Restaurant you're alias is assigned to
   5. Review the training module in the Team Portal
2. Assign Training Modules
   1. Assign modules to one or more Restaurants
   2. Assigning modules to one or more Team Groups
3. Arrange the order (ranking) of the order you want each module to appear.

Step 7 Help-Aid

1. Add managers and assign roles
2. Add team members for testing
   1. Send instructions and Team Portal link
   2. Ask for feedback
3. Modify content and training modules as needed

1. Overview - It's important to properly announce the availability and assignment of all new training modules and to provide guidelines and instructions.
2. Send Announcement
   • Communication Channels
     • Team Meeting
     • Email
     • SMS
     • Posters
     • POS
     • Chat Apps
   • Key Points to make
     • Describe the new training program
     • Provide instructions for downloading the RO Team Portal app and how to log into the team portal
     • Inform them of the email or SMS they will receive containing their credentials
     • Provide an FAQ for managers and another for team members
   • RO Templates available for: (See link below)
     • Sample email
     • Sample SMS/Chat
     • Sample Poster
     • Team Meeting Agenda
     • FAQ
3. Send Credentials
   1. Click on Add/Edit Team from the Settings and Preference Menu
   2. Click on the email icon for each team member
   3. They will receive an email with their unique credentials and link to the Team Portal
4. Review and Feedback
   • Monitor Learning Progress: Settings and Preference menu > Restaurant Team Learning Progress
   • Solicit feedback from team members
   • Modify lessons, quizzes, and training modules as needed