Reuse what works in another team
BeforeAnother team recreates a useful method from scratch.
With SkillSmithAdapt a reusable playbook to the receiving group's resources and responsibilities.
Prepare and publish a playbook
Prepare a reusable playbook for the people who need it
Bring the work objective, mode, tasks and resources together, choose availability groups, then save a draft or publish and make the relevant task assignments.
Choose mode; Describe objective Review tasks and orchestration; Choose groups Save draft or publish
Roles, playbooks and a practical launch plan for your team.
Separate demonstration, observation and qualification decisions
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
Prepare and publish a playbook
What should be available when the prepared playbook is published?
Start with work objective and work mode. This method makes named reusable playbook, bound materials and group availability available within its permitted scope.
WORKED DECISION
Choose task recipients after publishing
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Inputs to review | Work objective and Work mode | Choose mode. |
| Method action | Tasks, Resources and Availability groups | Describe objective and Review tasks and orchestration. |
| Result to inspect | Named reusable playbook, Bound materials and Group availability | Inspect the available result within the permitted scope. |
Connected work across your team
Prepare and publish a playbook
Start with work objective and work mode. The steps below show the actions and information available for this method.
Workspace administrator
Choose mode; Describe objective
Start with work objective and work mode. Choose mode and Describe objective.
- Work objective
- Work mode
Workspace administrator
Review tasks and orchestration; Choose groups
Review tasks and orchestration and Choose groups with tasks, resources and availability groups in view.
- Tasks
- Resources
- Availability groups
Workspace administrator
Save draft or publish
Save draft or publish. The result includes named reusable playbook, bound materials and group availability.
- Named reusable playbook
- Bound materials
- Group availability
The difference in your team’s day
Fair and explainable treatment
BeforePeople cannot see the method or evidence behind a decision.
With SkillSmithMake methods, responsibilities and decision evidence visible for review.
Readiness before action
BeforeMissing prerequisites are discovered after the work is assigned.
With SkillSmithMake prerequisites and required resources visible in the prepared task plan.
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
Information to use
Work objective, Work mode, Tasks, Resources and Availability groups.
A result to inspect
Named reusable playbook, Bound materials and Group availability.
We bring the relevant
context into your work
InputsProduct method
Inspect the result
Prepare and publish a playbook
- The job context
- Your approved instructions
- A clear response
Available to the right team member
Prepare and publish a playbook
A team needs a reusable method
Named reusable playbook, Bound materials and Group availability.
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
Set up a useful first example
Start with the materials and people you already have. We help make the setup choices explicit before your team uses the method.
- 01
Choose the working inputs
Review work objective, work mode, tasks, resources and availability groups.
What we prepare togetherThe inputs and scope for this method are clear.
- 02
Agree who will use the method
Confirm the relevant people and their permitted scope: Workspace administrator.
What we prepare togetherPeople use the method within the agreed responsibility and access.
- 03
Try the useful actions
Choose mode, Describe objective, Review tasks and orchestration, Choose groups and Save draft or publish.
What we prepare togetherPublished work is available to eligible groups; no task is assigned by publication.
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 can we inspect after using this method?
The method provides named reusable playbook, bound materials and group availability. Published work is available to eligible groups; no task is assigned by publication.
Who uses this method?
The permitted roles are Workspace administrator. Confirm the people and their access for the selected example.
Which choices do we need to make first?
Review work objective, work mode, tasks, resources and availability groups. Use those choices to prepare the first example and its permitted scope.
What should be available when the prepared playbook is published?
The playbook is published but nobody has been assigned a task; choose the relevant people and assignment separately.