What sounds more dry and boring than standard operating procedures? Even the acronym SOP doesn’t help the appeal.

But the reality is that relevant, well-written SOPs are foundational to business growth.

Smart, growth-oriented organizations are figuring that out. Searches for standard operating procedures have jumped up nearly 40% over the past five years alone. As companies put a new focus on driving operational efficiency, SOPs are proving to be a critical piece of the puzzle.

So forget about that dusty binder sitting on a shelf covered in cobwebs. 

In this guide, we’ll show you how to create standard operating procedures that make a real difference to your business. And that your people will actually appreciate and use it. 

We’ll dive into the what, why, and how—and even share tips along the way for how to level up your SOPs with visuals and videos (which is easier than you may think with Camtasia and Snagit).

What is an SOP (standard operating procedure), with examples?

Standard operating procedures go by many names and can even take different forms. Some know them as process documents, business playbooks, or even as old-school training manuals. However, people who use an SOP might call it their cheat sheet, job aid, or quick reference card.

In industries with many regulatory requirements or high-stakes environments, the SOP might include detailed steps. However, in many business settings, the SOP is more of a step-by-step guide than a script, leaving some room for interpretation—and even innovation—to improve the process.

Examples of standard operating procedures you might find in various departments:

• HR: Hire and onboard a new team member
• Accounting: Set up a new vendor in the billing platform
• IT: Respond to a system outage
• Marketing: Publish a blog post
• Customer service: Process a refund
• Sales: Nurture a lead from creation to close
• Customer research: Conduct and summarize a set of customer interviews
• Engineering: Complete a security audit

Why are standard operating procedures important for business operations?

Many teams and organizations discover their need for standard operating procedures in a moment of crisis. A long-time team member gives notice and years of process knowledge are about to walk out the door. The org hits hyper-growth, creating bottlenecks around the original team. Investors demand short-term profit growth, making it imperative to eliminate waste and redundancy. 

SOPs can be a painkiller to help an organization scale operations up or down. But they’re better as a vitamin, implemented before a crisis, honing business operations with time and repeated use. 

When SOPs are used as a vitamin, organizations benefit every day from increased:

• Consistency: which improves quality and customer experience
• Efficiency: which reduces waste and rework
• Compliance: which reduces the risk of regulatory violations
• Staffing flexibility: which reduces the cost of turnover or outsourcing

In short, the organization is stronger and more agile when the next crisis comes along.

Key elements of a standard operating procedure (SOP)

Components vary, but some of the most common elements of an SOP are:

• Context and metainformation about the SOP:
  • What is this document intended to do? 
  • What is it not intended to do?
  • What sections are included in the document (table of contents)?
• Roles and responsibilities:
  • Who does what? 
  • How often will they perform the steps? 
  • What is the intended result? 
• Step-by-step instructions: 
  • How do they do it? 
  • What steps should they follow? 
• Tools and resources: 
  • What tools and other materials will they use? 

How to write an effective SOP

Step 1: Know your audience

It’s impossible to dial in the right level of detail in your SOP unless you know what your audience already knows and what they don’t know. 

Assume they know too much, and you risk skipping critical steps. Assume they know too little, and you risk authoring a tedious, 100-page guide they never reference because they “already know this stuff.”

The curse of knowledge describes a universal human experience: once something becomes familiar to you, it’s hard to remember what it was like before you knew it. 

The concept can be humorously illustrated by the Exact Instructions Challenge, which asks one person to document a series of steps that will be followed very literally by another person who seems to know nothing about the task.

Use research methods like conversation, observation, and surveying to put yourself in the shoes of your audience. Dispel the curse of knowledge as much as possible and provide instructions at the right level of detail. 

Pro Tip: Also consider where the procedure might take place. In industries like manufacturing or healthcare, addressing potential health and safety concerns in your SOP might be critical. 

Step 2: Identify the task or process

Define the priority task(s) or process(es) you will cover. 

A simple way to do this: talk with a manager or stakeholder accountable for business operations. Or talk with individual contributors who are responsible for doing the tasks. Ideally, you’ll want to consult both. Tasks that have a high error/failure rate and tasks that are infrequently performed (and thus easily forgotten) are often high-ROI places to start.

Even if you are handed a list of tasks to document, it’s wise to ask enough questions to build confidence that those tasks were validated as the ones most urgently needed. And fully understand the context in which the SOP will be used. 

Step 3: Gather input from team members

If you are familiar with the procedure you’ll be documenting, create a rough outline based on your knowledge and validate it with team members who perform that procedure regularly. Insights from these subject matter experts (SMEs) can help ensure your SOP covers all necessary steps, doesn’t include a lot of extraneous detail, and adopts the language actually used in that functional area.

If you’re not familiar with the task, observe an SME performing the task and capture it using a smartphone camera or screen recorder. Build your outline by reviewing the recording and summarizing the steps taken by the SME. 

Caution: don’t confuse the SME with your intended audience—remember that the SME suffers from the curse of knowledge, and they might even say things like “We all ignore the official instructions and do the task this way instead.” 

So, cross-reference what SMEs tell you with what you learned about your audience in Step 1 and what you learned about management priorities in Step 2. Share your outline with stakeholders early and often, while it’s easy to edit. 

Sometimes the very act of documenting standard operating procedures brings to light just how non-standard your operations really are!

Step 4: Create a clear, actionable format

Standard operating procedures come in many formats. But the most common are:

• Checklist: best for tasks that do not have to be performed in a specific order 
• Numbered steps: best when the sequence of steps matter
• Flowchart: best for branching (if/then) scenarios

Use formatting like indenting, bullets, and bolding to emphasize the structure of the task and make the content easier to follow. Subtasks should be nested within the parent task via indenting. Bulleted and numbered lists help the reader keep track of where they are in a sequence. Bolding puts emphasis on key information. 

Step 5: Include visuals for clarity

While creating your SOP as a wall of text might be tempting, research shows that visuals are a critical ingredient. Two out of three employees carry out tasks better when communicated visually vs. non-visually, and they absorb information 7% faster with visuals than without. 

An easy way to include visuals in technical SOPs is to use Snagit to capture screenshots of software interfaces or process steps. You can even repurpose parts of the recordings from your SMEs during Step 3. 

You can use Snagit to crop, remove sensitive information, mark up, and otherwise edit screenshots (or photos taken with your smartphone), then send them to your authoring platform or document editor of choice. 

Or go a step further and use Snagit’s built-in layout tools and templates to generate simple SOPs in a variety of formats without leaving the tool. These SOP templates, designed by a professional information developer, can be shared digitally or printed and posted.

In some workplaces, like a shop floor, SOPs may need to be printed and referenced as a physical object. But in office environments where the operator is already seated at a computer… video tutorials are a practical format. 

Videos have become a highly preferred medium for workers to consume how-to content, generally. Research found that 83% of people prefer to learn instructional or informational content by video over text or audio only. 

Not only are video tutorials well-liked, but they can visually show a process in its entirety, leaving less room for confusion or language barriers. We recommend Snagit to convert a series of screenshots into a video how-to and Camtasia for powerful, flexible training video creation. 

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Step 6: Draft the SOP for review

Flesh out the outline to become a rough text draft, plus visuals for your standard operating procedure document. Aim for clear, simple, direct language, free of jargon. Use the active voice (e.g., open the window) rather than the passive voice (e.g., the window should be opened).

If creating a video, first develop a simple storyboard that contains three columns:

1. A script of the narration that the viewer will hear spoken
2. Static screenshots or photos that represent the visuals the viewer will see in each scene (again, Snagit is great for collecting these placeholder images)
3. A short description of the on-screen action the viewer will see unfold in each scene

Get input on this draft or storyboard from your key stakeholders, both management and SMEs. Be specific in your feedback request: what feedback you do/don’t need at this stage, where to leave it, and by what date. 

Ideally, have all stakeholders review the same draft in a shared location where they can see and respond to one another’s comments and hopefully resolve conflicting feedback (so you don’t get stuck trying to resolve it all on your own). Once you feel confident that the draft is at least 90% gelled, produce your deliverable.

Step 7: Test the SOP and iterate

This is where it’s tempting to breathe a big sigh of relief and mark the project as done. But, like anything, it’s very unlikely the first version is the best. Plus, the procedure is likely to change over time!

So, put some mechanisms in place to evaluate the effectiveness of your SOP and gather additional information that will help you refine and update it. Regular audits help to identify areas where corrective action may be needed, ensuring ongoing compliance with SOPs.

That could mean setting a future checkpoint with the manager and team leads who use the SOP, including a URL or QR code to funnel feedback your way, or even making the SOP editable by the team using it.

SOP documentation best practices

If you are already familiar with the process you’re documenting, it can be very tempting to dive right in and start writing the SOP. But it really is better to pause and think about the best place to start and how to follow an efficient, scalable process that gives you the most bang for the buck.

If your organization has a practice of documenting SOPs, then start by auditing what you already have. Ask team members to share with you the SOPs they currently reference or send to a new hire or contractor. Review and update those documents as needed. Treat them as a foundation to build on so that new SOPs are consistent with the existing set already in use. 

If you are starting from scratch, there are two main methods for deciding where to start: strategic and opportunistic.

Strategic method

Within a functional area, catalog tasks by frequency, difficulty, and criticality (level of risk if not executed properly). 

If the people responsible for those tasks are mostly seasoned team members with low expected turnover, don’t start with the easy, frequent tasks. Team members should already have a handle on those! Instead, focus your SOP documentation efforts on any intermittent, relatively difficult, and high-stakes tasks they perform. Those tasks will most likely be a challenge every time they come up, and your SOPs can provide much value in ensuring consistent and accurate execution.

If, on the other hand, a functional area has a lot of turnover or outsourcing, it may be very much worth your time and effort to document even simple, everyday tasks to greatly speed up the onboarding of new full-time or contracted hires who need to start with the basics.

Opportunistic method

In many organizations, documenting SOPs is nobody’s job. In this case, “pave the cowpaths” may be the most practical approach. 

As you field the next “how do I” question, onboard the next team member, put out the next fire, or roll out the next technology, allow those urgent demands to set the priority for your SOP documentation efforts. Reframe each incoming “request,” and instead of adopting a 1:1/disposable mindset, adopt a 1:many/evergreen mindset. Write SOPs not only for the one case in front of you but for that case and the next. 

Make this method scalable by enlisting team members to take the same approach. To do this well, you’ll need easily accessible creation tools, SOP templates, established distribution methods, and buy-in from management. It takes a little more time per request to upcycle a one-off response into a persistent SOP, but those small investments pay off in the long run.

SOP templates: A time-saving tool

Benefits of SOP templates

Standard operating procedure templates reduce the time to generate documentation. Saving labor costs over time. Templates also ensure consistency in the presentation, format, and location of documents, which makes them easier to find and follow.

Where to find SOP templates

You can find dozens of free and premium SOP templates on the Snagit Asset service. These visual-first templates can be downloaded directly into Snagit and populated with screenshots, photos, and text titles and captions. Templates offer a number of content layouts built on information design best practices. They also include key metadata such as author and last revised date. 

Some industries have adopted standard templates for SOPs (would that make them SSOPs?) that you can start with and customize as needed. It’s also worth creating read-only template files for Microsoft Word or Google Docs that can be duplicated and edited by team members to keep the format consistent.

How to customize a template

Tailor the template to reflect your company’s branding: logo, font, and any design elements. Beyond that, consider which specific elements to customize, such as departments, roles, and responsibilities, and document naming conventions. And, of course, the step-by-step instructions will be specific to your team and organization.

Implementing and reviewing your SOPs

Remember the visual image of a binder gathering dust on a shelf? Nobody wants that, especially after all the time you’ve invested to get this far. To ensure your SOPs generate value and remain dust-free, be sure to factor in time to launch new SOPs with intentionality and drive initial adoption before moving on to the next project. 

Step 1: Share the SOP with your team

Create basic awareness that the new SOP exists, where to find it, and when and how to use it. Don’t assume that one communication about this is enough. You’ll need to reinforce the message by repeating it and enlisting managers and/or leads within the team to direct attention to the new docs.

Step 2: Train employees

Use existing team meetings or a dedicated session to walk team members through using the SOP. Start at square one: when [trigger event], pull up the SOP from [location], and follow [the steps].

It may be more efficient to do this training asynchronously, via a video created with Camtasia that covers everything you’d cover in a meeting but can be viewed and re-viewed on demand. 

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Step 3: Review and update the SOP on cadence

Business processes, roles, and platforms evolve…and so should your SOPs. At least once a quarter, set aside time to review and update SOP documentation with any needed changes or iterations. Ask managers and individual contributors to flag SOPs that need a revision or rewrite. 

Tip: Snagit is super helpful for grabbing new screenshots or screen recordings when a procedure changes.

How to ensure SOPs are followed consistently

Assign accountability

As part of the handoff, identify a designated owner for each SOP who is responsible for ensuring that it is followed and updated as needed. Ideally, list the name of that person on the document to avoid confusion later. 

Monitor and measure

Track performance metrics to ensure that the SOP is achieving its goals. Depending on your organization’s approach to operations, this could be quantitative metrics like quality assurance measures or task completion rates, or it could be qualitative inputs such as feedback from managers, team leads, and individual contributors.

Act on feedback

Neglecting to update SOPs ensures their slide into irrelevance and disuse. When team members sense that nobody cares enough to update the SOP, they stop referencing it. 

When an SOP owner acknowledges and responds to feedback (even if the feedback doesn’t result in a change to the SOP, which happens sometimes), it sends a strong signal to teams that the SOP still matters.

The importance of a well-written SOP

A well-crafted Standard Operating Procedure (SOP) ensures team members can complete tasks efficiently, maintain quality standards, and deliver consistent results. By documenting processes clearly with visuals, you’ll create SOPs that are easy to follow and maintain.

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FAQs about standard operating procedures (SOPs)

They don’t have to be formal or created on any special software. They just have to help the user through a process successfully and in the simplest way possible.

You’re probably already using job aids and don’t even know it. 

A job aid can come in the form of a virtual sticky note on your computer screen, reminding you what your computer login password is. It could be the paper assembly instructions detailing how to build that new desk for your home office. It could be a checklist, an infographic, an app, a print-out, a note scribbled onto a piece of paper – all these have the potential to function as an effective job aid.

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Job aids are used over and over again and provide value to a returning user. Designed to be deliberately easy to understand and quick to use. Most importantly, job aids should be convenient to access when needed.

What job aids are NOT

The key word here is “aid”. As in, assist or support. A job aid serves to assist or support staff in completing their assigned tasks by providing a quick reminder of how to do them. Anything that teaches someone how to do something new is a training tool not a job aid.   

A job aid is not a training solution, but rather a reminder of something the employee has been trained on previously and may need a slight memory jog for in order to perform well.   

Job aids are not tools either. Additions to an office that are meant to enhance comfort or efficiency are not job aids. An ergonomic mouse, state of the art lumbar support in an office chair and a standing desk are excellent supports in the workplace but they are not job aids.

5 job aid examples you can steal

There are several common examples of job aids:

• One-pagers
• Cheat sheets
• Paper handouts
• Instructional lists
• Printouts
• Performance support collateral
• Checklists
• Infographics
• Videos
• User manuals

But here are 5 examples of common job aid formats to consider:

1. Step-by-step instructions

Also referred to as the “cookbook” method, this job aid format breaks down each step and presents them in chronological order. This format is great for tasks that don’t lead to multiple outcomes, like how to access a shared network drive.

2. Flowcharts

Flow charts are an ideal format to use when creating a job aid for a task that has many possible outcomes depending on variables within the process. Users are guided through how to proceed by following the steps prescribed based on the preceding result.

Visually, these aids often use arrows or boxes to represent the different paths available. Flow charts work well for tasks like responding to a customer service request.

3. Decision tables

Decision tables present the user with a grid to help guide their decision making in processes influenced by multiple variables. Information is clearly compartmentalized and shared using very concise text so that decisions can be made without confusion. These types of job aids are excellent for use in quality control processes. 

4. Reference guides

Reference guides can effectively be used to support more than one process or task.  They serve as a collection of reminders or tips to help employees who are already familiar with the task at hand but who may need a resource to turn to for quick reference.

This job aid format is a good choice for things like brand guidelines and health and safety reminders. 

5. Checklists

When writing a job aid for a task with lots of action items or requirements that don’t need to be completed in a particular order, a checklist can be very effective. This format presents all of the associated actions in a list format and users can check them off as they are completed. Checklists are good for use with tasks that need to be completed on a daily, weekly, or monthly basis like closing procedures for a retail store, or month end processes for bookkeeping.

How to create job aids (step-by-step guide)

Just as you would when creating training material, creating job aids needs to be done with a clear goal in mind. It’s also helpful if you follow a structured process – this will create efficiency and consistency which are both very important variables for you and your team.  When you have the right process in place, and you follow it carefully, you will be able to easily create effective aids that your team will be happy to put to use. The job aid creation process should look something like this:

1. Define the end user of your job aid
2. Gather the required information about the task you’re creating a job aid for
3. Decide on the best format to use
4. Draft your job aid 
5. Test your job aid and gather feedback
6. Finalize and implement your job aid

Step 1. Define your audience

Like any effective communication tool, you need to begin the job aid creation process by clearly identifying who the aid is for.  People with different roles, levels of responsibility and innate skill sets will require different approaches, for example you would take a much different approach to a job aid meant to serve a C-Suite executive than you would one for use in the mail room.

Consider interviewing or surveying the audience in order to get a very clear picture of what they need in order to be successful. Consider how they might best take in information, what the standard tools of their job are, and the level of education they will most likely have achieved. 

Knowing your audience is a key factor in creating job aids that will actually be effective and well utilized.

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Step 2. Gather your information

To create a job aid that is effective in reaching its goal, you have to become very familiar with the task you are creating the aid for. You will need to be sure to include all of the inputs needed to complete the task, but you can take it a step further as well. 

Consult with people who do the task you are writing the job aid for. They will be able to provide valuable insight into any common pitfalls, tricky navigation or alternative methods, and potentially even share helpful tips and tricks to assist the end user of the job aid you are writing. 

While gathering as much information as possible will help make sure your end result meets your goal, it’s equally as important to know what not to include in your job aid. Think about what information is needed for the task to be completed and resist the urge to add in any “fluff”.  

Step 3. Select a format 

Your job aid is only as effective as its presentation allows. There are many job aid formats to choose from and selecting the right one will go a long way in making sure the aid actually gets used. 

If the content and visual presentation of your job aid are not spot on, your audience simply won’t use it. To avoid this, be sure to consider how the aid will be distributed and used, in addition to whether the information can be conveyed better in graphic form than simple text. 

Step 4: Draft your job aid

Now that you have all the necessary information gathered and you have decided on the perfect format, you can begin to write your job aid! 

It can be very helpful to begin with an outline, so that you make sure the information is organized well and you have the correct order in place. 

Take your screenshots

Job aids that use more visuals than plain text are the most effective. This can feel intimidating but we’ve got an excellent solution. If you haven’t already, download your free trial of Snagit here.  

All you have to do after downloading is push the big red button and select the area on your screen that you want to capture. If the task for which you are creating a job aid is more physical than digital in nature, you can take photos instead.

Make your annotations

Once you have your screenshots captured, add text, arrows, numbering, or highlights to help make the steps as clear as possible and draw attention to specific portions of the process. Snagit can help you do all of this, and even combine your various screenshots into one document easily. With tools like automated numbering you won’t believe how simple it can be to make clear and effective visual aids with Snagit.

If directions span multiple screens or photos, combine them into one document and add any text around or on top of the visuals.

Have a consistent look 

Be sure to use a consistent style for your job aids. Fonts, colors, and sizes should be consistent and any company branding should be incorporated whenever possible. You can easily create templates for job aids within editing programs to make your process as efficient as possible. If you keep reading you’ll find a free template we have created to help you easily make job aids with a consistent look.

Make it multilingual

Your job aid isn’t going to be effective if people can’t read it. Make sure to consider the languages spoken by the staff you are looking to serve with your job aid and have the resource translated into as many languages as necessary to serve effectively.

Step 5: Test your job aid and gather feedback

Now that you have created your job aid, there is one more step to complete in order to make sure it is effective. You need to test it!

Send your job aid to a few seasoned employees in the department that wil be using the aid and have them try it out. They will be able to identify whether any steps have been missed or a shorter path through the process is possible. Make any edits that are necessary based on testing before sending the job aid to your team. 

Step 6: Finalize and implement

Your job aid is ready to be put to use! Distribute it to the team for use and provide clear instruction on when and how to use it.

Ask for feedback once it has been in use for a short time and make edits related to any valuable feedback you receive. 

It’s also important to evaluate the aid’s effectivenes. Check in with managers to see if they are receiving less repetitive questioning, or if customer satisfaction rankings have increased – whatever metric makes most sense for the goal assigned to the job aid.

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How is a job aid different from job training?

Job aids and job training are both very important components of supporting employee success but the two serve very different purposes. Using a job aid for training is not going to give you the outcome you are hoping for. And using a training tool when what is called for is a job aid will prove ineffcient.

While job training is focused on guiding employees through policies, procedures, software overviews, and other lengthy procedures required to fulfill their job descriptions, job aids act more like refreshers for when an employee needs to complete a very specific task like performing a single operation within a software or having a particularly targeted conversation. 

Job training sets the expectations for success in a role. Job aids help individuals complete specific tasks within their established role. 

How do job aids improve performance?

Training only goes so far, and it only stays in a person’s memory for a short time. When the face-to-face coaching session from a few weeks ago is already growing stale and you hear, “How do I do that task again?”, that’s when job aids shine. They’re available on demand with exactly the information employees need, whenever they need it. 

Both employers and employees have better days when answers are available right away. Instead of having to chase someone down for help, employees have a job aid that shows them the steps required to complete a process. No need to page through layers of documentation to find the exact instructions — a job aid is right next to their workstation so employees can complete the task correctly the first time.

Not only are job aids great at helping employees remember what they’ve learned from a training (such as processes they only need to do occasionally, and don’t need to memorize), they’re also helpful when something changes — for troubleshooting, for example, or to walk through steps of a slightly different workflow of new software versions. 

These efficiencies add up. According to Peregrine Performance Group, companies they work with have replaced a one-week training course with one day of training plus a job aid. Not only is less training needed, proficiency increased by 50%. When you take the time to write an effective job aid, you can expect these types of benefits:

• Save time by getting work tasks done more quickly
• Avoid making mistakes, thanks to having clear directions
• Less employee stress
• Reduce unnecessary back-and-forth help requests
• Better process/standards control by sharing the same knowledge with everyone all at once
• Less training and re-training
• Better employee and customer experience

Plus, they’re quick — job aides can be deployed 75% faster than traditional training, and at a much lower cost, for much better ROI. 

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3 reasons why your team needs job aids

If you’ve worked on a team before, you know that at some point, without a doubt, tasks come up that are outside of the norm, or that need to be completed by someone who doesn’t normally do them. In these situations job aids make everyone’s life easier. They ensure productivity by taking the guesswork out of the task at hand and freeing up mental space for more pressing responsibilities. 

1. Avoid communication problems

Communication challenges are a major factor impacting productivity. Whether it’s waiting for questions to be answered or looking up missing information, the impact that communication limbo has on productivity is very real. 

Having a job aid to refer to means that employees can move forward with new or unfamiliar tasks without having to wait for responses or specific verbal instruction. 

Creating job aids helps to reduce the development of silos and dependencies, and increase productivity and effectiveness.

2. Make knowledge-sharing faster

It happens on an ongoing basis. A new procedure is developed, a task gets passed from one staff member to the next, a new workflow comes into play or some other event requires a quick way to bring everyone up to speed. 

Well, no one wants to spend their time (or their money) in a long training or watching over someone else’s shoulder to learn what to do. If a new policy gets rolled out, everyone needs to know about it of course, but it doesn’t have to take a large investment of time to make that happen. 

Simply creating and sharing a job aid can make the knowledge-sharing process so much more efficient and in many cases, it is also more effective 

3. Spend less time on training programs

Job aids cannot and should not replace training programs, but they can serve as helpful resources that reduce the amount of time spent on those programs. 

Creating job aids can serve as a supplement to your training programs, providing the necessary information for completing specific tasks or processes without having to book time within your training curriculum to cover them.

Could a job aid be the learning solution that helps your business? 

Empowering your employees with the information they need to level-up is an integral part of managing staff and running a successful business. When you identify problem areas or gaps in knowledge, it only takes a quick Google search to discover the variety of options available to educate your employees.

Online courses and eLearning are popular ways of training. But are they the most suitable for teaching the information you need your employees to know?

Training courses and eLearning solutions aren’t always the silver bullet. These are often costly, time-consuming answers to a problem, and depending on what your employees need to know, it could be a waste of time and money.

Before you invest in any learning solution, consider what your employees need to know. Could it be taught with some illustrative material? Do users need frequent access to easy-to-read materials rather than something they need to commit to memory?

If the answer to any of these is yes, what you might need is a job aid.

Job aids can be instrumental in helping people learn how to complete tasks. In this post, we will share our advice for creating job aids that will work best for your business. 

You can watch the video on this topic at the top of this post, to listen to the podcast episode, hit play below, or read on for more…

Bonus: Snagit templates

Still unsure of how to get started with job aids? Let Snagit templates do the work for you!

First, click the Create button and choose Image from Template or select images from the Recent Captures tray, then right click and choose combine in template. You can select whichever templates best suit the needs of your job aid. 

Then, simply drag and drop your images and adjust them within the template. It’s that easy! For a full tutorial on making a job aid with Snagit, watch this great video below:

Job aids FAQ