Four departments. Twenty subjects. One operating manual.
From a colour-coded scoping spreadsheet to a complete operating manual covering every role across Finance, HR, Operations, and Sales.
The Client
A growing residential contractor
A residential contracting business scaling its team across four functional areas: Finance, HR, Operations, and Sales. Each department had its own systems, its own people, and its own way of doing things — but no shared operating manual any of them could point a new hire to.
What existed was a scoping spreadsheet: every onboarding topic tracked in rows, with colour-coded columns flagging what was still missing. Useful for tracking gaps. Not useful for actually onboarding anyone.
The setup for the Welcome and Mission, Vision, Core Values is excellent. Appreciate the work on this.
The
Challenge
- No operating manual — just a scoping spreadsheet
- Multiple departments, each running differently
- Columns full of “still needed” and “missing”
- Role boundaries that kept shifting mid-project
- An inventory of gaps — with no path to close them
This was the scope doc the team was using to plan training.
What We Built
Our Solution
Four departments, structured
Finance, HR, Operations, and Sales each got their own home inside Trainual — with subjects organised by role, not by topic. New hires find their department and see what belongs to them.
Twenty role-specific subjects
Operations alone got eight role-specific subjects — Sales Support, Production Manager, Superintendent, Quality Control, and more. Every role has a complete guide built for how that person actually works.
Scorecards, KPIs & quizzes
Every subject built with documents, step-by-step pages, tool walkthroughs, scorecards, and KPI/leaderboard structure. Even a playbook quiz for accountability built right in.
The Outcome
