Instructional Design Project - Creation of Quick Guides and Manuals for more efficient onboarding within the HR Team at CSL

Led an instructional design project at CSL to create structured quick guides and manuals for HR onboarding, reducing repetitive training, preserving institutional knowledge, and improving role transitions within the team. The initiative optimized learning efficiency and ensured a more self-sufficient HR department.

Training & Development
Instructional Design
Employee Engagement & Retention
Process Improvement

Company

CSL

My Role

Human Resources Generalist

Year

2021

Timeline

3 months

Team

Human Resources Team
Notebook with example of instructional design.

1. Background & Context

When I was promoted from TA Coordinator to HR Generalist, I faced the challenge of training a new TA Coordinator to backfill my previous role. The traditional one-on-one training approach required repeated explanations and extensive supervision, which was not only time-consuming but also inefficient for long-term knowledge retention.

6 pages of the final design.

2. Objectives

The project was designed to:

  • Optimize cross-functional training and improve role substitution within the HR department
  • Preserve institutional knowledge through standardized, visual training materials
  • Enhance the onboarding process with clear, easy-to-follow guides that facilitate self-paced learning.

3. Scope & Stakeholders

This initiative involved creating a comprehensive set of instructional materials and quick guides covering key TA Coordinator functions. The primary stakeholders included:

  • New hires, especially those transitioning into roles such as the TA Coordinator
  • The broader HR team, who would benefit from having a consistent training resource
  • Management, ensuring that training standards align with departmental and organizational objectives.
Design is showing in tablet.

4. Approach & Methodology

I developed a suite of training guides featuring detailed instructions, screenshots, and interactive tables of contents to simplify complex processes. Key components of the project included:

  • Developing Detailed Guides: Created manuals for processes such as the Recruiting Coordinator Process Map, FedEx label creation, posting requisitions on CalJobs, and managing requisitions in the Avature ATS
  • Structured Onboarding Calendar: Incorporated these guides into a comprehensive orientation and onboarding plan that outlined specific training activities over a structured timeline
  • Visual Learning: Emphasized visual elements to reduce repetitive training sessions and to provide a self-sufficient resource for new and existing team members.

5. Results & Impact

The instructional materials significantly improved the training process by:

  1. Reducing the need for repetitive one-on-one training sessions
  2. Ensuring a smooth transition for new hires by providing clear, accessible information
  3. Preserving critical departmental knowledge for current and future HR team members
  4. Enhancing overall efficiency in cross-functional training and role interchangeability, ultimately contributing to a more agile and self-sufficient HR department
  5. Training Time Reduction – 30% decrease in the average time required to onboard and train new TA Coordinators.
  6. Error Reduction – Reduction in onboarding-related errors due to clearer documentation (50% fewer errors in requisition postings).
-30%

Training Time Reduction

Decrease in the average time required to onboard and train new TA Coordinators.

-50%

Error Reduction in requisition postings

Reduction in onboarding-related errors due to clearer documentation.

Recommendation

"In all my years of work, regardless of the field or position, Tatiana is by far and away the best mentor and trainer I have ever had. Tatiana and I are both in the HR Department, and though she's not my direct manager, she has been responsible for training me in my current role as the newly hired TA Coordinator. Tatiana is an outstanding leader and manager, and is the most capable and well-prepared professional I have ever had the pleasure to work with.

She excels at giving the most detailed yet easy-to-understand notes, guidance, explanations, and breakdowns for various protocols, tasks, and practices.
She has made the process of transitioning into a new company and a new role completely seamless, smooth, and stress-free. Tatiana is also the epitome of a team player, a trait that is crucial to departmental and organizational success.

She goes out of her way to offer assistance, be available for any questions, and to provide support even from just a human point of view. If you're ever looking for someone to lead, inspire, guide, and bring together a team of people, she is your girl. I am very fortunate to have her as my colleague and teammate. If you have any questions about my experience of working with Tatiana, please don't hesitate to reach out. She's a gem."

Dina Rogoziansky
HR Generalist at CSL Vifor