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Best Practices for Increasing Your Team's Engagement in Waybook
Best Practices for Increasing Your Team's Engagement in Waybook

Here are some best practices to help you boost engagement and get your team fully aligned.

Elle avatar
Written by Elle
Updated over 4 months ago

You’ve already made significant strides by building your Waybook and your business' single source of truth. Now, let’s take it a step further and ensure your entire team is on the same page.

When Waybook is fully implemented, it can transform how your team accesses and uses important information, boosting efficiency and productivity across the board. Plus, your dedicated Waybook account manager is on hand to help you every step of the way.

Here are some recommendations from our experts to help you boost engagement and get your team fully aligned 🎯

Prioritize Documents into Learning Paths

Creating structured Learning Paths is a game-changer for helping your team navigate through important documents effortlessly.

By prioritizing and organizing your content, you make it easier for your team to follow along and stay engaged. It’s like giving them a clear map on their journey to success!

Optimal Document Sizing

Keep your Documents easy to digest by breaking them down into smaller, manageable Steps. Here’s how:

  • Chunk Information: Break long documents into shorter sections or steps.

  • Use Clear Headings: Make it easy for your team to find and follow key information.

  • Visual Aids: Include images, diagrams, or videos to help illustrate points.

Smaller, well-organized Documents make it easier for your team to absorb and retain information.

Add Tests and Dynamic Content

Make your content more engaging by incorporating tests and dynamic elements. Why not try Waybook's Shots feature to create visual slideshows of processes, that can be embedded into your Steps.

Interactive content not only makes learning more fun but also helps your team retain information better.

Schedule a Free Team Training Call

Boost your team’s Waybook journey by scheduling a free training call with your Waybook account manager. Your account manager will tailor the training to fit your team’s unique needs and goals for Waybook.

Engage in a hands-on session where your team can ask questions and get real-time answers. This is a fantastic opportunity to get your team excited about Waybook and make sure they feel confident using it to its full potential.

Get the Mobile App

Encourage your team to download the Waybook mobile app for learning on the go!

With the Waybook mobile app, your team can stay engaged and up-to-date, no matter where they are.

Utilize Browser Plugins and Integrations

Make Waybook easily accessible by using browser plugins and integrating with tools like Slack and Microsoft Teams.

  • Browser Extension: Install the Waybook browser plugin for quick access to documents and knowledge right from the browser.

  • Slack and Microsoft Teams Integration: Integrate Waybook with Slack or Microsoft Teams to keep everything centralized and ensure your team stays connected.

These tools help your team stay organized and make accessing Waybook content seamless.

Set Up an Internal Rollout Comms Plan

Effective communication is the key to a successful Waybook rollout and your account manager can support you in building a plan.

A well-planned rollout ensures that your team understands Waybook’s value and is motivated to use it effectively. We recommend sharing help centre articles and other resources, to get your team started.

Reach out to your Waybook account manager to find out more or check out this template as part of our implementation guide.

Implementing these best practices will not only boost your team’s engagement with Waybook but also enhance their overall productivity and efficiency. And remember, the Waybook customer success team is always ready to support you, so don’t hesitate to reach out for assistance!

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