Train the team and plan ongoing support

Train around the work people do

Training should use the released experience and the roles assigned to the people attending. A manager, salesperson and prompt engineer may need different tasks and different access. Public demo screens can explain a flow, but they do not establish production access or operating readiness.

1. List the routine tasks and decisions each role will own.
2. Walk through normal work and one relevant exception.
3. Confirm how people find documentation, request access and ask for help.

• Use redacted or approved training examples.
• Do not teach shared sign-in links or passwords as a workaround for missing membership.

Agree support after launch

Maintenance, monitoring, training and operating support can be scoped alongside delivery. Confirm the coverage, responsibilities and service terms that apply to the engagement rather than assuming a public help page establishes them.

• The systems and workflows included in support.
• The team responsible for provider accounts and access.
• How incidents, routine questions and new changes will be raised.

Keep the operating knowledge current

Update guidance when a release changes a task or responsibility. Use recurring questions and actual exceptions to identify the next useful improvement, with a clear owner and agreed scope.

• A responsible owner for each operating guide.
• A route for reporting unclear or outdated instructions.
• The next review of training, access and support needs.