Stop Being the Only One Who Knows How: Turn Your Know-How into Training Your Team Can Use
Friday 20th November
12pm - 1pm AEDT
1 x CPD hour
Record how you do it once. AI turns it into procedures, checklists and answers, so your team asks AI first, not you.
WHAT THIS SESSION IS ABOUT
You're the only one who really knows how things are done in your practice.
So every question comes to you. Every file comes back to you. You explain the same process for the fifth time, then redo the work at night because it's quicker. You'd hire more help, but training someone feels harder than doing it yourself.
The problem isn't your team. It's that your know-how only exists in your head.
In this live session, Neha Nayyar (CPA and registered BAS agent) shows how to get it out, using tools you already have: AI and a screen recording in Zoom, Loom or Vimeo.
THE SYSTEM IN FOUR STEPS
→ Record it once: record your screen while you do a real task, talking through what you do and why.
→ AI turns it into documents: from the transcript, AI drafts a step-by-step procedure, a checklist and the common mistakes to avoid.
→ Your team asks AI first: staff watch the video, follow the steps, and ask AI questions about your practice's process instead of interrupting you.
→ AI checks their work before you do
LIVE DEMOS
→ A short Loom recording of a real process becomes a written procedure and checklist
→ A new staff member asks "how do we do this here?" and gets the answer from your own procedures
→ A draft with deliberate gaps goes in, and AI produces review notes for the staff member
YOU WILL ALSO SEE HOW TO
→ Choose between Zoom, Loom and Vimeo for recording and storing training videos
→ Pick the first five tasks to record, so you start with the questions you're asked most
→ Organise your video library so staff can find the right video for each task
→ Set up a Claude Project as your practice's procedure library
→ Build a training path for new staff: what to watch, what to do first, and when you review
→ Keep client data out of recordings and protect it inside AI tools
YOU STAY IN CHARGE
AI drafts procedures and checks work against them. You decide how things are done, and you review and sign off. That doesn't change.
$99 inc GST. Replay available. 1 CPD hour.
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