Applied Learning Track
Staff Training Leaders
This workshop is designed for customer staff leaders who will be owning Findhelp training for their teams. This comprehensive session equips leads with the tools and knowledge needed to successfully onboard their staff.
Session Length
2 hours
When it's offered
2 times per month
Who it's for
Staff Training Leads
Course Guide
Platform Basics
Learn about the Findhelp mission and map out user roles to best support your teams.
Hands-On Exercise
Practice essential day-to-day platform tools in interactive scenarios:
- Search & Navigation: Keyword and category best practices.
- Managing Results: Reviewing, saving, and sharing programs.
- Referrals & Dashboards: Live vs. logged referrals, status tracking, and notification management.
- Seeker Profiles: Managing goals, assignments, and follow-up timelines.
- Closing the Loop: Status updates and outcome logging.
Tailoring Your Materials
Learn how to adapt the training kit and facilitation guide to match internal workflows.
Tracking Adoption & Impact
Access and analyze key reports—Search Activity, Referral Activity,
and Group/Navigator Activity—to measure team post-training engagement.
Post-Training Reinforcement
Customize knowledge checks, build follow-up communication plans, and set up team recognition to sustain long-term adoption.
Resources
Training Support Kit
Each attendee receives a comprehensive kit of customizable materials, including:
Customizable Slide Deck: Built-in prompts to easily tailor content.
Facilitation Guide:
Presenter checklists, delivery notes, and demo outlines.
Mission Alignment Guide:
Strategies to align Findhelp to your organization's goals.
On-Demand Video Playlist:
Direct access to our video library for ongoing learning.
Ask Findhelp
Customer staff trainers have access to monthly office hours they can use to ask questions, get support customizing materials, and strategize change management with their teams.
Learn more about Findhelp
Findhelp is the leading social care platform, powering a connected safety net. We enable health systems, governments, payers, and more to identify social needs, coordinate services, and manage benefits enrollment through a unified digital infrastructure. Our technology provides a smarter, faster, and more efficient way to deliver social care—at scale.
