Support for unfamiliar situations
BeforeThe person has to leave the work to find its instructions or help.
With SkillSmithOpen the selected resources with the task, and keep a question attached when help is needed.
Hold the safety committee and track its actions
Bring open committee actions back with their context
At the next meeting, have each accountable owner confirm an action closed or carry it forward with a reason.
Hold the meeting and record it Complete a committee action (when triggered) Confirm actions closed at the next meeting (when triggered)
Roles, playbooks and a practical launch plan for your team.
Review open work by playbook and open its source records
Pay only when you see results
Agree the outcome for your first workflow with our team.
Trusted by leading organizations
“SkillSmith has always been very professional and responsive throughout the entire process and an absolute pleasure to work with.”
Paul HildebrandDirector of HSE/DOT, Jones Power
Hold the safety committee and track its actions
Which committee actions have their own closure evidence?
The accountable owner works from minutes. The record makes closed / carried with reason clear to the next person.
WORKED DECISION
Carry the action forward with its reason
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Working material | Minutes | Open the selected material for this occurrence. |
| Recorded response | closed / carried with reason | Save the response with its work context. |
| Review point | actions were assigned | Agree the next action with the person responsible for this decision. |
Connected work across your team
Hold the safety committee and track its actions
Bring minutes into the prepared work. Team lead, Designated specialist and Accountable owner each receive the context needed for their part.
Team lead
Hold the meeting and record it
Record attendance (worker and management), items reviewed, decisions and actions with owners and dates.
- attendance (worker and management)
- items reviewed
- decisions
- actions with owners and dates
Designated specialist
Complete a committee action
When an action was assigned, record action done and evidence.
- action done
- evidence
Accountable owner
Confirm actions closed at the next meeting
When actions were assigned, record closed / carried with reason.
- closed / carried with reason
The difference in your team’s day
Traceable decisions and changes
BeforeThe current status hides which response or version came before it.
With SkillSmithKeep closed / carried with reason with the work, with recorded history available for later review.
Connected information and agent support
The materials that make this method usable
Keep the relevant material available at the point it is used. The resource choices below support different parts of the work.
Your work context
Minutes
Meeting record with actions.
Agenda
Open cards, incidents and inspection findings since the last meeting, attached automatically.
Charter
Committee charter: membership, cadence, authority.
We bring the relevant
context into your work
ResourcesPlaybooks
My Tasks
Your next task, ready to act on
- The job context
- Your approved instructions
- A clear response
Available to the right team member
Keep the conversation moving
Take the method into your team's discussion
Use the product sheet to review the roles, materials, workflow and setup choices together.
- The full working method and the focused decision
- Responsibilities and useful materials
- A practical starting plan
PDF · 6 pages
Our delivery approach
Prepare the first useful playbook
Start with the materials and people you already have. We help make the setup choices explicit before your team uses the method.
- 01
Select the working material
Choose minutes from the resources your team uses.
What we prepare togetherThe relevant resources are available for the tasks that use them.
- 02
Agree the responsibilities
Confirm team lead, designated specialist and accountable owner for this method, then choose the people eligible to receive its work.
What we prepare togetherThe method names who contributes, reviews and receives the next work.
- 03
Walk through the selected route
Walk through these conditional steps: “Complete a committee action”; “Confirm actions closed at the next meeting”.
What we prepare togetherYour team sees the response and the resulting next step before extending the method.
Talk with our team
We are here to help
Bring us the work your team wants to improve. We’ll walk through your instructions, responsibilities and review criteria, then show how our platform can support that work.
Bring your work; we help prepare the method
We work with your team to organize the source material, responsibilities and review choices. Start with one useful example, then carry the agreed method into everyday work.
Your materialUse the instructions, forms and references your team already maintains.
Practical preparationConnect the material to the people and responses needed for the method.
A useful walkthroughTry the ordinary route and the point where your team needs a different decision.
Rohit Singh
VP of Strategic Partnerships
Connecting your workflows with the systems and partners you rely on.
Brent Jackson
Director of Customer Success
Helping your team turn procedures into practical learning and task completion.
Your questions
Prepare the method for your team
What stays with the recorded response?
The response for this occurrence retains closed / carried with reason. It belongs to the work being reviewed, rather than replacing a different occurrence's record.
Which materials do we need to bring?
Bring minutes. We use those choices to prepare the working context, then check that each task opens the material it needs.
How do the conditional steps become part of the method?
The conditional route is used when an action was assigned. Select the variant or respond to the recorded condition before treating that step as required.
What is the outcome for the wider workflow?
The meeting has its minutes. Each action has its own closure evidence or a recorded carry-forward reason and owner.