🧪 Q4’s coming in hot — here's a checklist for keeping your cool

That Q3 backlog breathing down your neck like the summer heat? Consider this your air-conditioned reality check. Dive in for quick wins to make Trainual your team’s first stop for answers, run smarter problem-solving experiments, share content with less hassle, and delegate smoothly before PTO season peaks.

PTO = PREPARE THE OTHERS

Brace yourself. More PTO is coming.

Listen, we love that your team’s taking time off. Beach days. Staycations. Laptop-closed energy. We’re here for it (literally).

But if one person being OOO slows your whole system down, you’ve got a delegation problem.

The fix? Don’t just hand off tasks — build a culture where ownership is clear, processes are trusted, and anyone can step in when needed.

Your four-step formula for a culture of process:

1. Make SOPs lovable. Show your team how processes make their work easier, not heavier.
2. Normalize letting go. Hear from Daymond John and Chris Ronzio on why delegation fuels growth.
3. Trust the handoff. Learn how to release control without losing quality.
4. Assign with clarity. Use Trainual’s Delegation Planner™ to map every owner and close every gap.

👉 See how delegating can work for your team.

LEVEL UP PROPRLY

"I want Trainual to be the Google of Propr"

Propr was already using Trainual to keep their growing team in sync. But when they wanted training so engrained in the culture that 180+ people used it without thinking twice, they made a few key shifts — and the results speak for themselves.

Steal Propr’s six plays for your team’s operations:

1. 🧑‍🏫 Appoint content captains. Designate your go-to person in each department and make them responsible for updating their section of Trainual. Block time on their calendar every week to keep it current.
2. 🔍 Make "Check Trainual" the reflex. Anytime someone asks a repeat question, show them how to find it in Trainual instead of just answering. Do it consistently until they search first, ask second. Bonus: Use “Checked Trainual?” for a little nudge (and a laugh).
3. ⚡ Ship fast, polish later. Publish SOPs as soon as they’re useful, even if they’re not perfect. Set a review reminder in Trainual for 30 days out, and encourage your team to leave comments on unclear steps so improvements are easy and collaborative.
4. 📅 Turn meetings into update machines. Dedicate five minutes in your weekly team meeting to ask, “What’s missing or wrong in Trainual?” Make edits in real time while the feedback’s still fresh.
5. 🧪 Raise the (test) bar. Add at least one detail-specific question for every step of a process. If it can be passed without close reading, make it harder. Aim for understanding, not box-checking.
6. 🎮 Gamify engagement. Run simple competitions (like “first to 100% completion this month is the winner!”) with small prizes. Keep the energy up by switching the challenge regularly.

👉 Get the full story

Tried something that leveled up your training or processes? We want to hear about it. Reply to this email and we might just feature your story next. 👀

TOOLKIT OF THE MONTH

Test the process.

August is prime test-and-learn season. Q4’s coming, and once it hits, you’ll be in execution mode with little room for trial and error.

That makes now the perfect time to get in the lab: Run smart experiments, gather data, and lock in what works.

🧪 Your lab-ready toolkit awaits:

• 📝 How to submit, prioritize, and run tests. Keep ideas flowing without flooding the system. SMART Goals can help you define exactly what you’re aiming for.
• ⚖️ Decision-making criteria. Agree on what “worth trying” looks like with this decision-making framework.
• 📊 Test metrics. Decide what success looks like before you start, then track only the numbers that prove impact. Our Annual Planning with OKRs guide is a great place to start.
• 🧑‍🤝‍🧑 Roles and responsibilities. Clarify who’s running point, collecting data, and approving changes. Watch this Annual Planning (Without Getting Overwhelmed) video to learn why it’s important to establish ownership early.

👉 Want your team to be ahead for Q4? Book a demo.

FOUR TRAINING PROBLEMS WALKED INTO A BAR...

Training headaches? We’ve got the remedy.

We don’t like to brag (okay, maybe a little), but when it comes to training, we know our stuff. And since we’re in the business of making your systems run smoother, here are a few common training headaches you can fix as soon as today — with a little help from yours truly. 😇

Let’s break it down: Here’s what’s getting in the way of great training — and how to fix it, fast, with sparkly new features in Trainual.

🗣️ Your problem: Feedback on training is scattered across email, Slack, Teams, or it’s nonexistent — making it hard to keep content fresh.

✅ Your fix: Now, your team can leave comments and suggestions directly on any training content — from videos and flowcharts to files and tests — so you can spot updates and make improvements in real time.

🤷 Your problem: Valuable resources are stuck in shared drives (barf) or collecting dust in email attachments. AKA, nobody can find them.

✅ Your fix: Upload PDFs, docs, and slide decks into Trainual for full-screen, searchable access alongside your other training materials.

⏪ Your problem: Team members re-watch full videos just to find one piece of info.

✅ Your fix: Drag and drop your videos into your training, then auto-transcribe them so learners can search by keyword, jump to the exact moment they need, and follow along visually.

🥱 Your problem: New hires start before their training is set up.

✅ Your fix: Connect your HR system to Trainual so new hires drop right in with their role, group, and manager info set — and the right training ready to roll. Bonus: Use individual and default training paths to customize their onboarding journey step by step.

Good news: There’s more where that came from. Watch this exclusive preview of everything coming to the baddest training platform on the block.

What is Trainual?

It's your company's best practices — like who does what, how, and where — in a searchable, role-specific training platform built for consistency and accountability. Organize the chaos and join thousands of happy, high-performing teams in Trainual.