Process Training

What is Process Training?

Process training teaches employees how to perform specific business processes, workflows, or procedures within an organization. Where general skills training builds broad competencies, process training is more targeted. It focuses on the exact steps, methods, and standards needed to complete particular tasks the right way, every time.

The goal? Making sure team members understand not just what to do, but how to do it according to your organization's standards. Think of it as the bridge between having a documented procedure sitting in a shared drive and having employees who can actually execute that business process confidently when it matters.

Good process training covers a workflow from beginning to end. Employees learn how their individual tasks connect to larger operations, which tends to improve their judgment, cut down on mistakes, and keep results consistent across teams.

Key Characteristics of Process Training

• Step-by-Step Structure: Teaches the specific sequence of actions needed to complete a process. The order matters, and good training makes that clear.
• Context and the "Why": Explains why each step exists, helping employees see how their work connects to broader business goals. People follow instructions better when they understand the reasoning.
• Consistency Across the Board: When everyone executes processes the same way, you reduce variability and maintain quality standards whether someone is in the main office or working remotely.
• Hands-On Practice: Real-world scenarios and actual practice beat reading documentation. Employees should apply what they learn in a safe environment before doing it for real.

Process Training Examples

Example 1: Customer Onboarding Process

Say a SaaS company needs to train new customer success reps on their onboarding workflow. The training walks through account setup, initial configuration, welcome email sequences, and those critical first-week check-ins. Each step gets explained along with why it matters for retention. Reps practice on test accounts before touching real customers.

Example 2: Quality Control Process

A manufacturing facility trains production line workers on quality inspections. They learn when to check products, what measurements to take, how to document findings, and when to flag issues for someone else. This kind of on-the-job training helps workers practice with actual equipment and products to build muscle memory and confidence before working on live production.

Process Training vs Skills Training

Both matter for employee development, but they serve different purposes.

Process training answers "how do I complete this specific task at this company?" Skills training builds underlying capabilities that apply in lots of different situations. Most organizations need both to develop a capable workforce.

How Glitter AI Helps with Process Training

Glitter AI makes it simple to create visual, step-by-step training materials from live workflows. Instead of spending hours writing training manuals, you just perform the process while Glitter captures each step with screenshots and generates clear instructions automatically.

This cuts down the time needed to build training materials while keeping things accurate. Trainees get visual documentation showing exactly what they should see on screen, which makes it easier to follow along without second-guessing themselves. The payoff: faster onboarding, more consistent execution, and fewer "hey, can you show me how to do this again?" interruptions for your subject matter experts.