Rolling Out a new Process or Training with Delightree: Best Practices

Example: Rolling out a new menu or process across all locations and ensuring everyone is trained for top-notch service.

Step 1: Update the resource in Knowledge Base

  • Edit the existing chapter, replace the PDF, or upload a new chapter.
  • Name the file clearly (e.g., "Fall Menu 2024") for easy access via Delightree Search.
  • Be sure to select the option to notify all users.

Step 2: Build a Training Path (optional)

  • Add the updated resources as a required step in the training path.
  • Include any other relevant chapters (e.g., Signature Cocktails, Nutrition Guide, Plating).
  • Add quizzes or videos.

Step 3: Assign a Task

  • Create the task "Complete New Menu Training", "Review New Process", "
  • Set the deadline (e.g. before the menu rollout date, before policy change is in effect).
  • Assign it to relevant users either by job role, location, or individual members.

Step 4: Announce the Rollout

  • Post in the Chat such as Announcements channel: ("New Menu Update is officially rolled out. See your task for details").