Operations Toolkit: Learning and Leading with Tech

To organize team members learning new project management tools effectively, using LearnDash alongside a Miro Kanban board can offer a structured, collaborative, and trackable approach. Here’s a strategy to set this up for learning aspects of the HubSpot CRM, such as Tickets, and to facilitate an ongoing record of learning that can be used to teach others:

1. Create a Learning Pathway in LearnDash

• Modules and Lessons: Break down HubSpot CRM into specific learning modules—e.g., “Introduction to HubSpot,” “Managing Contacts,” “Using Tickets,” etc.

• Micro-Lessons: Within each module, create micro-lessons for specific skills or tasks. For Tickets, you could have lessons on “Ticket Creation,” “Filtering and Organizing Tickets,” and “Reporting and Analytics on Tickets.”

• Tracking Progress: Enable course completion tracking to let team members see their progress. Use LearnDash’s quiz and assignment tools to reinforce knowledge and gather insights on which areas might need further review or clarification.

2. Set Up a Miro Board with a Kanban Framework

• Kanban Columns: Design columns based on key stages of the learning journey, such as “To Learn,” “In Progress,” “Completed,” and “Ready to Teach.” This setup visually shows who is working on which areas and can be adjusted as they master skills.

• Task Cards for Each Lesson: Each micro-lesson from LearnDash can be represented as a card in Miro. Team members can move cards through the columns as they complete lessons, creating a shared view of everyone’s learning status.

• Learning Reflection: Add fields in the cards for team members to jot down their reflections or challenges. This can help others who review the cards understand the learning process more deeply and identify common sticking points.

3. Document and Coordinate Learning Insights

• Shared Learning Document: Encourage each team member to create a brief write-up of what they learned after completing a module in LearnDash. These insights can be stored in a shared document or added to the “Completed” Kanban cards in Miro.

• Peer Instruction System: Use the “Ready to Teach” column for team members who feel confident in an area to volunteer for helping others. This peer support system can foster a collaborative learning culture.

4. Linking LearnDash and Miro for Cohesive Learning

• Progress Checkpoints: Every few modules in LearnDash, assign a task in Miro for team members to update the Kanban board with what they found most valuable or challenging.

• Periodic Sync-Ups: Hold regular team syncs to review the Miro board, discuss learning progress, and collaboratively address any questions on HubSpot or CRM-related processes.

This approach enables team members to track their learning, develop confidence in using HubSpot’s tools like Tickets, and build a knowledge base that can streamline training for future team members.